WAAG
SCHV

Wealth Alliance Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealth Alliance Advisory Group’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
-22,953
Closed -$418K – 126
2017
Q4 		$418K Buy
+22,953
New +$408K 0.38% 59

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

Wealth Alliance Advisory Group's SCHV Position: Q1 2018 in Review

Wealth Alliance Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2018, closing a stake of 22,953 shares — an estimated $418K sold.

Wealth Alliance Advisory Group first reported a position in SCHV in Q4 2017 and held it in 1 quarter. The position peaked at $418K in Q4 2017. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • Wealth Alliance Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 22,953 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $418K.
  • Wealth Alliance Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Schwab US Large-Cap Value ETF position peaked at $418K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2018, filed 1 Jun 2018.