BJ
SCHV

Brouwer & Janachowski’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-465
Closed -$7K – 76
2015
Q2 		$7K Buy
+465
New +$6.84K ﹤0.01% 80
2014
Q2 		– Sell
-465
Closed -$6K – 76
2014
Q1 		$6K Buy
+465
New +$6.24K ﹤0.01% 82

Other funds holding SCHV

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Brouwer & Janachowski's SCHV Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2015, closing a stake of 465 shares — an estimated $7K sold.

Brouwer & Janachowski first reported a position in SCHV in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2015. 114 funds tracked by Wall St. Rank hold SCHV as of Q3 2015.

  • Brouwer & Janachowski reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 465 Schwab US Large-Cap Value ETF shares in Q3 2015, an estimated $7K.
  • Brouwer & Janachowski first reported a position in Schwab US Large-Cap Value ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's Schwab US Large-Cap Value ETF position peaked at $7K in Q2 2015.
  • 114 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.