HCMT
SCHV

Highland Capital Management (Tennessee)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Highland Capital Management (Tennessee)’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
Q4 		– Sell
-5,370
Closed -$71K – 506
2015
Q3 		$71K Hold
5,370
– – 0.01% 347
2015
Q2 		$77K Buy
+5,370
New +$79K 0.01% 351

Other funds holding SCHV

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CCWA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHV Position: Q4 2015 in Review

Highland Capital Management (Tennessee) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2015, closing a stake of 5,370 shares — an estimated $71K sold.

Highland Capital Management (Tennessee) first reported a position in SCHV in Q2 2015 and held it in 2 quarters. The position peaked at $77K in Q2 2015. 132 funds tracked by Wall St. Rank hold SCHV as of Q4 2015.

  • Highland Capital Management (Tennessee) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2015 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 5,370 Schwab US Large-Cap Value ETF shares in Q4 2015, an estimated $71K.
  • Highland Capital Management (Tennessee) first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s Schwab US Large-Cap Value ETF position peaked at $77K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2015, filed 27 Jan 2016.