FIAS
SCHV

FinTrust Investment Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

FinTrust Investment Advisory Services’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 		$387K Sell
21,948
-4,434
-17% -$81.2K 0.35% 57
2017
Q4 		$481K Sell
26,382
-1,275
-5% -$22.7K 0.42% 50
2017
Q3 		$478K Buy
+27,657
New +$468K 0.46% 48

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $72.7M AUM 22.36% 1-Year Est. Return

FinTrust Investment Advisory Services's SCHV Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q1 2018, selling an estimated $81.2K and leaving 21,948 shares worth $387K. The position accounts for 0.35% of the portfolio, ranked #57.

FinTrust Investment Advisory Services first reported a position in SCHV in Q3 2017 and has held it in 3 quarters since. The position peaked at $481K in Q4 2017. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • FinTrust Investment Advisory Services held 21,948 shares of Schwab US Large-Cap Value ETF worth $387K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 4,434 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $81.2K.
  • Schwab US Large-Cap Value ETF made up 0.35% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #57 holding.
  • FinTrust Investment Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Schwab US Large-Cap Value ETF position peaked at $481K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.