BCA
SCHV

Bay Colony Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-2,532
Closed -$45K – 769
2018
Q2 		$45K Buy
+2,532
New +$45.2K 0.03% 382

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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 $1.37T AUM 24.88% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bay Colony Advisors's SCHV Position: Q3 2018 in Review

Bay Colony Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2018, closing a stake of 2,532 shares — an estimated $45K sold.

Bay Colony Advisors first reported a position in SCHV in Q2 2018 and held it in 1 quarter. The position peaked at $45K in Q2 2018. 310 funds tracked by Wall St. Rank hold SCHV as of Q3 2018.

  • Bay Colony Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 2,532 Schwab US Large-Cap Value ETF shares in Q3 2018, an estimated $45K.
  • Bay Colony Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Schwab US Large-Cap Value ETF position peaked at $45K in Q2 2018.
  • 310 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.