BAAM
SCHV

Baker Avenue Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Baker Avenue Asset 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
2020
Q1 		– Sell
-102,600
Closed -$2.06M – 250
2019
Q4 		$2.06M Buy
+102,600
New +$1.99M 0.15% 109

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Baker Avenue Asset Management's SCHV Position: Q1 2020 in Review

Baker Avenue Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 102,600 shares — an estimated $2.06M sold.

Baker Avenue Asset Management first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $2.06M in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Baker Avenue Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Baker Avenue Asset Management sold 102,600 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $2.06M.
  • Baker Avenue Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Baker Avenue Asset Management's Schwab US Large-Cap Value ETF position peaked at $2.06M in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Baker Avenue Asset Management's 13F filing for Q1 2020, filed 14 May 2020.