CEMP
SCHV

Compass Efficient Model Portfolios’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$12K Buy
900
+126
+16% +$1.65K 0.45% 56
2013
Q3 		$10K Buy
+774
New +$9.7K 0.07% 50

Other funds holding SCHV

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Compass Efficient Model Portfolios's SCHV Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Schwab US Large-Cap Value ETF (SCHV) stake by 16% in Q4 2013, buying an estimated $1.65K and bringing the position to 900 shares worth $12K. The position accounts for 0.45% of the portfolio, ranked #56.

Compass Efficient Model Portfolios first reported a position in SCHV in Q3 2013 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold SCHV as of Q4 2013.

  • Compass Efficient Model Portfolios held 900 shares of Schwab US Large-Cap Value ETF worth $12K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 126 Schwab US Large-Cap Value ETF shares in Q4 2013, an estimated $1.65K.
  • Schwab US Large-Cap Value ETF made up 0.45% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #56 holding.
  • Compass Efficient Model Portfolios first reported a position in Schwab US Large-Cap Value ETF in Q3 2013 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.