AGA
SCHV

Arkos Global Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Arkos Global 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
2020
Q3 		– Sell
-79,023
Closed -$1.32M – 90
2020
Q2 		$1.32M Sell
79,023
-4,947
-6% -$80.8K 0.69% 22
2020
Q1 		$1.24M Buy
+83,970
New +$1.54M 0.81% 24

Other funds holding SCHV

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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 $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Arkos Global Advisors's SCHV Position: Q3 2020 in Review

Arkos Global Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 79,023 shares — an estimated $1.32M sold.

Arkos Global Advisors first reported a position in SCHV in Q1 2020 and held it in 2 quarters. The position peaked at $1.32M in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Arkos Global Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Arkos Global Advisors sold 79,023 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $1.32M.
  • Arkos Global Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Arkos Global Advisors's Schwab US Large-Cap Value ETF position peaked at $1.32M in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Arkos Global Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.