PCM
SCHV

Pointe Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pointe Capital 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
2017
Q1 		– Sell
-52,047
Closed -$834K – 217
2016
Q4 		$834K Buy
+52,047
New +$807K 0.48% 49

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
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

Pointe Capital Management's SCHV Position: Q1 2017 in Review

Pointe Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2017, closing a stake of 52,047 shares — an estimated $834K sold.

Pointe Capital Management first reported a position in SCHV in Q4 2016 and held it in 1 quarter. The position peaked at $834K in Q4 2016. 194 funds tracked by Wall St. Rank hold SCHV as of Q1 2017.

  • Pointe Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 52,047 Schwab US Large-Cap Value ETF shares in Q1 2017, an estimated $834K.
  • Pointe Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Schwab US Large-Cap Value ETF position peaked at $834K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.