IFWM
SCHV

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

Institute for 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
2014
Q1 		– Sell
-3
Closed – – 81
2013
Q4 		$0 Buy
+3
New +$39 ﹤0.01% 82

Other funds holding SCHV

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's SCHV Position: Q1 2014 in Review

Institute for Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2014, closing a stake of 3 shares.

Institute for Wealth Management first reported a position in SCHV in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 66 funds tracked by Wall St. Rank hold SCHV as of Q1 2014.

  • Institute for Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 3 Schwab US Large-Cap Value ETF shares in Q1 2014.
  • Institute for Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab US Large-Cap Value ETF position peaked at $0 in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2014.

Based on Institute for Wealth Management's 13F filing for Q1 2014, filed 11 Apr 2014.