IWMPD
SCHV

Integrated Wealth Management (Palm Desert)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-600
Closed -$8K – 1371
2015
Q3 		$8K Hold
600
– – ﹤0.01% 822
2015
Q2 		$9K Hold
600
– – ﹤0.01% 823
2015
Q1 		$8K Buy
+600
New +$8.73K ﹤0.01% 819

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
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

Integrated Wealth Management (Palm Desert)'s SCHV Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2015, closing a stake of 600 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SCHV in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 132 funds tracked by Wall St. Rank hold SCHV as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 600 Schwab US Large-Cap Value ETF shares in Q4 2015, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Schwab US Large-Cap Value ETF position peaked at $9K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.