ACM
SCHV

AlphaStar Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AlphaStar Capital Management’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
-11,205
Closed -$204K – 239
2019
Q1 		$204K Buy
+11,205
New +$199K 0.06% 201
2017
Q3 		– Sell
-390
Closed -$6K – 110
2017
Q2 		$6K Buy
+390
New +$6.49K 0.73% 28

Other funds holding SCHV

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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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AlphaStar Capital Management's SCHV Position: Q2 2019 in Review

AlphaStar Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 11,205 shares — an estimated $204K sold.

AlphaStar Capital Management first reported a position in SCHV in Q2 2017 and held it in 2 quarters. The position peaked at $204K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • AlphaStar Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • AlphaStar Capital Management sold 11,205 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $204K.
  • AlphaStar Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and held it in 2 quarters.
  • AlphaStar Capital Management's Schwab US Large-Cap Value ETF position peaked at $204K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on AlphaStar Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.