A
SCHV

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

AdvicePeriod’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
2020
Q2 		– Sell
-369,417
Closed -$5.45M – 85
2020
Q1 		$5.45M Buy
369,417
+193,740
+110% +$3.55M 0.57% 41
2019
Q4 		$3.52M Buy
175,677
+99
+0.1% +$1.92K 0.31% 47
2019
Q3 		$3.32M Buy
175,578
+3,315
+2% +$62K 0.31% 46
2019
Q2 		$3.23M Buy
172,263
+4,071
+2% +$75.3K 0.3% 47
2019
Q1 		$3.07M Buy
168,192
+15,096
+10% +$268K 0.29% 47
2018
Q4 		$2.52M Buy
153,096
+129,849
+559% +$2.3M 0.28% 50
2018
Q3 		$437K Buy
23,247
+6,711
+41% +$124K 0.05% 73
2018
Q2 		$293K Buy
+16,536
New +$295K 0.05% 62

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 $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

AdvicePeriod's SCHV Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 369,417 shares — an estimated $5.45M sold.

AdvicePeriod first reported a position in SCHV in Q2 2018 and held it in 8 quarters. The position peaked at $5.45M in Q1 2020. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • AdvicePeriod reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 369,417 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $5.45M.
  • AdvicePeriod first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and held it in 8 quarters.
  • AdvicePeriod's Schwab US Large-Cap Value ETF position peaked at $5.45M in Q1 2020.
  • 456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.