Blackhawk Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blackhawk Capital Partners’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	-146,769	Closed	-$2.77M	–	95
2019 Q4	$2.77M	Hold	146,769	–	–	2.76%	4
2019 Q3	$2.77M	Buy	146,769 +45,873	+45%	+$859K	2.6%	5
2019 Q2	$1.89M	Buy	100,896 +28,428	+39%	+$525K	1.8%	20
2019 Q1	$1.32M	Sell	72,468 -5,856	-7%	-$104K	1.37%	29
2018 Q4	$1.29M	Buy	+78,324	New	+$1.39M	1.64%	21
2018 Q2	–	Sell	-12,501	Closed	-$220K	–	352
2018 Q1	$220K	Buy	12,501 +12,465	+34,625%	+$228K	0.19%	91
2017 Q4	$1K	Buy	+36	New	+$641	﹤0.01%	282

Other funds holding SCHV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Blackhawk Capital Partners's SCHV Position: Q1 2020 in Review

Blackhawk Capital Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 146,769 shares — an estimated $2.77M sold.

Blackhawk Capital Partners first reported a position in SCHV in Q4 2017 and held it in 7 quarters. The position peaked at $2.77M in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

Blackhawk Capital Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Blackhawk Capital Partners sold 146,769 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $2.77M.
Blackhawk Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 7 quarters.
Blackhawk Capital Partners's Schwab US Large-Cap Value ETF position peaked at $2.77M in Q4 2019.
454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Blackhawk Capital Partners's 13F filing for Q1 2020, filed 3 Apr 2020.