CWM
SCHV

Concert Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,392
Closed -$21K – 849
2016
Q3 		$21K Buy
+1,392
New +$21.2K ﹤0.01% 903
2015
Q4 		– Sell
-48,810
Closed -$647K – 742
2015
Q3 		$647K Buy
48,810
+12,876
+36% +$180K 0.09% 286
2015
Q2 		$517K Buy
+35,934
New +$529K 0.07% 353

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Concert Wealth Management's SCHV Position: Q4 2016 in Review

Concert Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2016, closing a stake of 1,392 shares — an estimated $21K sold.

Concert Wealth Management first reported a position in SCHV in Q2 2015 and held it in 3 quarters. The position peaked at $647K in Q3 2015. 178 funds tracked by Wall St. Rank hold SCHV as of Q4 2016.

  • Concert Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,392 Schwab US Large-Cap Value ETF shares in Q4 2016, an estimated $21K.
  • Concert Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and held it in 3 quarters.
  • Concert Wealth Management's Schwab US Large-Cap Value ETF position peaked at $647K in Q3 2015.
  • 178 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.