AIA
SCHV

Alera Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-615
Closed -$11K – 830
2019
Q1 		$11K Buy
+615
New +$10.9K 0.01% 454

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Alera Investment Advisors's SCHV Position: Q2 2019 in Review

Alera Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 615 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Alera Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 615 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $11K.
  • Alera Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $11K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.