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SCHV

Dowling & Yahnke’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Dowling & Yahnke’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
2018
Q1 		– Sell
-35,697
Closed -$651K – 292
2017
Q4 		$651K Buy
+35,697
New +$635K 0.06% 214

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Dowling & Yahnke's SCHV Position: Q1 2018 in Review

Dowling & Yahnke sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2018, closing a stake of 35,697 shares — an estimated $651K sold.

Dowling & Yahnke first reported a position in SCHV in Q4 2017 and held it in 1 quarter. The position peaked at $651K in Q4 2017. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • Dowling & Yahnke reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 35,697 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $651K.
  • Dowling & Yahnke first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Dowling & Yahnke's Schwab US Large-Cap Value ETF position peaked at $651K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

Based on Dowling & Yahnke's 13F filing for Q1 2018, filed 1 May 2018.