BFEC
SCHV

Benjamin F. Edwards & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,890
Closed -$30K – 1385
2016
Q4 		$30K Hold
1,890
– – ﹤0.01% 722
2016
Q3 		$29K Buy
+1,890
New +$28.8K 0.01% 642

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KF
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CCWA
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FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHV Position: Q1 2017 in Review

Benjamin F. Edwards & Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2017, closing a stake of 1,890 shares — an estimated $30K sold.

Benjamin F. Edwards & Company first reported a position in SCHV in Q3 2016 and held it in 2 quarters. The position peaked at $30K in Q4 2016. 194 funds tracked by Wall St. Rank hold SCHV as of Q1 2017.

  • Benjamin F. Edwards & Company reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,890 Schwab US Large-Cap Value ETF shares in Q1 2017, an estimated $30K.
  • Benjamin F. Edwards & Company first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Schwab US Large-Cap Value ETF position peaked at $30K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2017, filed 4 May 2017.