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

Armbruster 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
2018
Q2 		– Sell
-1,485
Closed -$26K – 173
2018
Q1 		$26K Hold
1,485
– – 0.01% 159
2017
Q4 		$27K Hold
1,485
– – 0.01% 161
2017
Q3 		$26K Hold
1,485
– – 0.01% 156
2017
Q2 		$25K Hold
1,485
– – 0.01% 162
2017
Q1 		$25K Hold
1,485
– – 0.01% 169
2016
Q4 		$24K Buy
1,485
+60
+4% +$930 0.01% 168
2016
Q3 		$22K Hold
1,425
– – 0.01% 173
2016
Q2 		$21K Buy
1,425
+120
+9% +$1.76K 0.01% 183
2016
Q1 		$19K Hold
1,305
– – 0.01% 193
2015
Q4 		$18K Buy
+1,305
New +$18.5K 0.02% 206

Other funds holding SCHV

Financial Engines Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Armbruster Capital Management's SCHV Position: Q2 2018 in Review

Armbruster Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 1,485 shares — an estimated $26K sold.

Armbruster Capital Management first reported a position in SCHV in Q4 2015 and held it in 10 quarters. The position peaked at $27K in Q4 2017. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • Armbruster Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 1,485 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $26K.
  • Armbruster Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and held it in 10 quarters.
  • Armbruster Capital Management's Schwab US Large-Cap Value ETF position peaked at $27K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.