BFIM
SCHV

Beese Fulmer Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-243
Closed -$4K – 474
2020
Q2 		$4K Buy
+243
New +$3.97K ﹤0.01% 553

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 $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 $68.3B AUM 20.5% 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 $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Beese Fulmer Investment Management's SCHV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 243 shares — an estimated $4K sold.

Beese Fulmer Investment Management first reported a position in SCHV in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 243 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $4K.
  • Beese Fulmer Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab US Large-Cap Value ETF position peaked at $4K in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.