GFS Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GFS Private Wealth’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
2017 Q4	$11.8M	Buy	+648,414	New	+$11.5M	4.05%	11

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GFS Private Wealth's SCHV Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2017: 648,414 shares worth $11.8M. The stake represents 4.05% of the portfolio and ranks #11 among its holdings.

267 funds tracked by Wall St. Rank hold SCHV as of Q4 2017.

GFS Private Wealth held 648,414 shares of Schwab US Large-Cap Value ETF worth $11.8M as of Q4 2017.
Schwab US Large-Cap Value ETF was a new GFS Private Wealth position in Q4 2017.
Schwab US Large-Cap Value ETF made up 4.05% of GFS Private Wealth's portfolio in Q4 2017, its #11 holding.
267 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.