Berman Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Berman Capital 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
2021 Q3	$66K	Buy	2,949 +9	+0.3%	+$208	0.01%	571
2021 Q2	$67K	Buy	2,940 +9	+0.3%	+$204	0.01%	487
2021 Q1	$63K	Buy	2,931 +6	+0.2%	+$125	0.01%	405
2020 Q4	$58K	Sell	2,925 -5,481	-65%	-$102K	0.01%	370
2020 Q3	$146K	Buy	8,406 +84	+1%	+$1.47K	0.04%	180
2020 Q2	$139K	Buy	8,322 +57	+0.7%	+$931	0.04%	185
2020 Q1	$121K	Buy	8,265 +66	+0.8%	+$1.21K	0.04%	172
2019 Q4	$164K	Buy	8,199 +120	+1%	+$2.33K	0.05%	160
2019 Q3	$152K	Buy	8,079 +81	+1%	+$1.52K	0.05%	159
2019 Q2	$149K	Hold	7,998	–	–	0.05%	161
2019 Q1	$145K	Buy	7,998 +57	+0.7%	+$1.01K	0.05%	153
2018 Q4	$130K	Buy	+7,941	New	+$140K	0.05%	144

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Berman Capital Advisors's SCHV Position: Q3 2021 in Review

Berman Capital Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.31% in Q3 2021, buying an estimated $208 and bringing the position to 2,949 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #571.

Berman Capital Advisors first reported a position in SCHV in Q4 2018 and has held it in 12 quarters since. The position peaked at $164K in Q4 2019. 566 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

Berman Capital Advisors held 2,949 shares of Schwab US Large-Cap Value ETF worth $66K as of Q3 2021.
Berman Capital Advisors bought 9 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $208.
Schwab US Large-Cap Value ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #571 holding.
Berman Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $164K in Q4 2019.
566 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.