LWMT
SCHV

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

Legacy Wealth 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
2017
Q1 		– Sell
-6,192
Closed -$99.3K – 60
2016
Q4 		$99.3K Buy
+6,192
New +$96K 0.03% 17

Other funds holding SCHV

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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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHV Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2017, closing a stake of 6,192 shares — an estimated $99.3K sold.

Legacy Wealth Management (Tennessee) first reported a position in SCHV in Q4 2016 and held it in 1 quarter. The position peaked at $99.3K in Q4 2016. 194 funds tracked by Wall St. Rank hold SCHV as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 6,192 Schwab US Large-Cap Value ETF shares in Q1 2017, an estimated $99.3K.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Schwab US Large-Cap Value ETF position peaked at $99.3K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.