BIT
SCHV

BlackRock Institutional Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BlackRock Institutional Trust’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
2014
Q3 		– Sell
-55,719
Closed -$795K – 3930
2014
Q2 		$795K Sell
55,719
-38,781
-41% -$541K ﹤0.01% 3490
2014
Q1 		$1.3M Buy
94,500
+1,110
+1% +$14.9K ﹤0.01% 3326
2013
Q4 		$1.27M Buy
93,390
+70,290
+304% +$918K ﹤0.01% 3327
2013
Q3 		$287K Buy
+23,100
New +$289K ﹤0.01% 3627

Other funds holding SCHV

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

BlackRock Institutional Trust's SCHV Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2014, closing a stake of 55,719 shares — an estimated $795K sold.

BlackRock Institutional Trust first reported a position in SCHV in Q3 2013 and held it in 4 quarters. The position peaked at $1.3M in Q1 2014. 79 funds tracked by Wall St. Rank hold SCHV as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 55,719 Schwab US Large-Cap Value ETF shares in Q3 2014, an estimated $795K.
  • BlackRock Institutional Trust first reported a position in Schwab US Large-Cap Value ETF in Q3 2013 and held it in 4 quarters.
  • BlackRock Institutional Trust's Schwab US Large-Cap Value ETF position peaked at $1.3M in Q1 2014.
  • 79 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.