PP
SCHV

Palladium Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Palladium Partners’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
Q2 		– Sell
-2,775
Closed -$38K – 428
2014
Q1 		$38K Buy
+2,775
New +$37.2K ﹤0.01% 371

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SAM
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GAM
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Palladium Partners's SCHV Position: Q2 2014 in Review

Palladium Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2014, closing a stake of 2,775 shares — an estimated $38K sold.

Palladium Partners first reported a position in SCHV in Q1 2014 and held it in 1 quarter. The position peaked at $38K in Q1 2014. 76 funds tracked by Wall St. Rank hold SCHV as of Q2 2014.

  • Palladium Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 2,775 Schwab US Large-Cap Value ETF shares in Q2 2014, an estimated $38K.
  • Palladium Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2014 and held it in 1 quarter.
  • Palladium Partners's Schwab US Large-Cap Value ETF position peaked at $38K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.