GWM
SCHV

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

Gupta 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
2015
Q3 		– Sell
-174
Closed -$2K – 1339
2015
Q2 		$2K Hold
174
– – ﹤0.01% 1151
2015
Q1 		$3K Buy
+174
New +$2.53K ﹤0.01% 966

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
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 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

Gupta Wealth Management's SCHV Position: Q3 2015 in Review

Gupta Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2015, closing a stake of 174 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in SCHV in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 114 funds tracked by Wall St. Rank hold SCHV as of Q3 2015.

  • Gupta Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 174 Schwab US Large-Cap Value ETF shares in Q3 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Schwab US Large-Cap Value ETF position peaked at $3K in Q1 2015.
  • 114 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.