SIA
SCHV

Stancorp Investment Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stancorp Investment Advisers’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
Q1 		$32K Sell
2,205
-657
-23% -$9.56K 0.02% 321
2014
Q4 		$42K Buy
+2,862
New +$41.3K 0.02% 274

Other funds holding SCHV

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Stancorp Investment Advisers's SCHV Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 23% in Q1 2015, selling an estimated $9.56K and leaving 2,205 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #321.

Stancorp Investment Advisers first reported a position in SCHV in Q4 2014 and has held it in 2 quarters since. The position peaked at $42K in Q4 2014. 111 funds tracked by Wall St. Rank hold SCHV as of Q1 2015.

  • Stancorp Investment Advisers held 2,205 shares of Schwab US Large-Cap Value ETF worth $32K as of Q1 2015.
  • Stancorp Investment Advisers sold 657 Schwab US Large-Cap Value ETF shares in Q1 2015, an estimated $9.56K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #321 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Schwab US Large-Cap Value ETF position peaked at $42K in Q4 2014.
  • 111 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.