F
SCHV

FutureAdvisor’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

FutureAdvisor’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 		$19.5M Buy
1,471,071
+359,331
+32% +$5.03M 3.17% 14
2015
Q2 		$16.1M Buy
1,111,740
+495,630
+80% +$7.29M 2.82% 16
2015
Q1 		$8.89M Buy
616,110
+496,416
+415% +$7.23M 2.11% 19
2014
Q4 		$1.76M Buy
+119,694
New +$1.73M 0.6% 27

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FutureAdvisor's SCHV Position: Q3 2015 in Review

FutureAdvisor increased its Schwab US Large-Cap Value ETF (SCHV) stake by 32% in Q3 2015, buying an estimated $5.03M and bringing the position to 1,471,071 shares worth $19.5M. The position accounts for 3.17% of the portfolio, ranked #14.

FutureAdvisor first reported a position in SCHV in Q4 2014 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold SCHV as of Q3 2015.

  • FutureAdvisor held 1,471,071 shares of Schwab US Large-Cap Value ETF worth $19.5M as of Q3 2015.
  • FutureAdvisor bought 359,331 Schwab US Large-Cap Value ETF shares in Q3 2015, an estimated $5.03M.
  • Schwab US Large-Cap Value ETF made up 3.17% of FutureAdvisor's portfolio in Q3 2015, its #14 holding.
  • FutureAdvisor first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.