ACP
SCHV

Arcus Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Arcus Capital Partners’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
Q3 		– Sell
-2,469
Closed -$46K – 125
2019
Q2 		$46K Buy
+2,469
New +$45.6K 0.02% 102
2018
Q1 		– Sell
-16,662
Closed -$304K – 119
2017
Q4 		$304K Buy
+16,662
New +$296K 0.17% 82

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APP
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Financial Engines Advisors
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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

Arcus Capital Partners's SCHV Position: Q3 2019 in Review

Arcus Capital Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2019, closing a stake of 2,469 shares — an estimated $46K sold.

Arcus Capital Partners first reported a position in SCHV in Q4 2017 and held it in 2 quarters. The position peaked at $304K in Q4 2017. 415 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • Arcus Capital Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Arcus Capital Partners sold 2,469 Schwab US Large-Cap Value ETF shares in Q3 2019, an estimated $46K.
  • Arcus Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 2 quarters.
  • Arcus Capital Partners's Schwab US Large-Cap Value ETF position peaked at $304K in Q4 2017.
  • 415 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on Arcus Capital Partners's 13F filing for Q3 2019, filed 31 Oct 2019.