PSF
SCHV

Pacific Sun Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-23,154
Closed -$422K – 185
2017
Q4 		$422K Buy
+23,154
New +$412K 0.23% 85

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Pacific Sun Financial's SCHV Position: Q1 2018 in Review

Pacific Sun Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2018, closing a stake of 23,154 shares — an estimated $422K sold.

Pacific Sun Financial first reported a position in SCHV in Q4 2017 and held it in 1 quarter. The position peaked at $422K in Q4 2017. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • Pacific Sun Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 23,154 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $422K.
  • Pacific Sun Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Schwab US Large-Cap Value ETF position peaked at $422K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.