BPWA
SCHV

Beacon Pointe Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$375K Sell
18,795
-8,544
-31% -$166K 0.07% 188
2019
Q3 		$516K Buy
27,339
+1,407
+5% +$26.3K 0.11% 156
2019
Q2 		$485K Buy
25,932
+459
+2% +$8.48K 0.1% 162
2019
Q1 		$465K Sell
25,473
-723
-3% -$12.8K 0.11% 160
2018
Q4 		$429K Buy
+26,196
New +$463K 0.15% 138

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCHV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q4 2019, selling an estimated $166K and leaving 18,795 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #188.

Beacon Pointe Wealth Advisors first reported a position in SCHV in Q4 2018 and has held it in 5 quarters since. The position peaked at $516K in Q3 2019. 491 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 18,795 shares of Schwab US Large-Cap Value ETF worth $375K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 8,544 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $166K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #188 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $516K in Q3 2019.
  • 491 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.