AG
SCHV

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

Advisor 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
2019
Q4 		$4.98M Buy
248,445
+131,832
+113% +$2.55M 0.03% 423
2019
Q3 		$2.2M Buy
116,613
+3,318
+3% +$62.1K 0.02% 718
2019
Q2 		$2.12M Buy
113,295
+18,660
+20% +$345K 0.02% 732
2019
Q1 		$1.73M Buy
94,635
+29,955
+46% +$532K 0.01% 774
2018
Q4 		$1.06M Sell
64,680
-4,053
-6% -$71.7K 0.01% 916
2018
Q3 		$1.28M Buy
68,733
+6,102
+10% +$113K 0.01% 839
2018
Q2 		$1.11M Sell
62,631
-4,287
-6% -$76.5K 0.02% 813
2018
Q1 		$1.18M Buy
66,918
+3,963
+6% +$72.6K 0.02% 777
2017
Q4 		$1.15M Buy
62,955
+18,540
+42% +$330K 0.02% 803
2017
Q3 		$767K Sell
44,415
-5,217
-11% -$88.3K 0.01% 959
2017
Q2 		$830K Buy
49,632
+13,002
+35% +$216K 0.01% 848
2017
Q1 		$607K Sell
36,630
-2,256
-6% -$37.1K 0.01% 958
2016
Q4 		$623K Buy
38,886
+24,960
+179% +$387K 0.01% 883
2016
Q3 		$211K Buy
13,926
+4,803
+53% +$73.2K 0.01% 1483
2016
Q2 		$135K Buy
+9,123
New +$134K ﹤0.01% 1720

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Advisor Group's SCHV Position: Q4 2019 in Review

Advisor Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 113% in Q4 2019, buying an estimated $2.55M and bringing the position to 248,445 shares worth $4.98M. The position accounts for 0.03% of the portfolio, ranked #423.

Advisor Group first reported a position in SCHV in Q2 2016 and has held it in 15 quarters since. 492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

  • Advisor Group held 248,445 shares of Schwab US Large-Cap Value ETF worth $4.98M as of Q4 2019.
  • Advisor Group bought 131,832 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $2.55M.
  • Schwab US Large-Cap Value ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #423 holding.
  • Advisor Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and has held it in 15 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.