ANTB
SCHV

AMG National Trust Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AMG National Trust Bank’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
2021
Q2 		– Sell
-30,150
Closed -$656K – 461
2021
Q1 		$656K Hold
30,150
– – 0.02% 324
2020
Q4 		$598K Buy
30,150
+630
+2% +$11.8K 0.02% 328
2020
Q3 		$514K Sell
29,520
-6,450
-18% -$113K 0.02% 316
2020
Q2 		$601K Buy
+35,970
New +$587K 0.03% 297

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AMG National Trust Bank's SCHV Position: Q2 2021 in Review

AMG National Trust Bank sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 30,150 shares — an estimated $656K sold.

AMG National Trust Bank first reported a position in SCHV in Q2 2020 and held it in 4 quarters. The position peaked at $656K in Q1 2021. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • AMG National Trust Bank reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • AMG National Trust Bank sold 30,150 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $656K.
  • AMG National Trust Bank first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 4 quarters.
  • AMG National Trust Bank's Schwab US Large-Cap Value ETF position peaked at $656K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on AMG National Trust Bank's 13F filing for Q2 2021, filed 3 Aug 2021.