BCWM
SCHV

Blue Chip Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blue Chip Wealth 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 		$663K Sell
38,124
-8,658
-19% -$151K 0.52% 47
2020
Q2 		$781K Sell
46,782
-6,639
-12% -$108K 0.74% 35
2020
Q1 		$788K Sell
53,421
-10,062
-16% -$184K 0.98% 28
2019
Q4 		$1.27M Buy
63,483
+837
+1% +$16.2K 1.18% 22
2019
Q3 		$1.19M Buy
62,646
+1,311
+2% +$24.5K 1.24% 21
2019
Q2 		$1.15M Buy
61,335
+750
+1% +$13.9K 1.21% 26
2019
Q1 		$1.1M Buy
60,585
+6,120
+11% +$109K 1.25% 26
2018
Q4 		$895K Buy
54,465
+13,545
+33% +$240K 1.17% 29
2018
Q3 		$765K Buy
40,920
+5,265
+15% +$97.6K 0.77% 40
2018
Q2 		$631K Buy
35,655
+5,853
+20% +$104K 0.69% 41
2018
Q1 		$525K Buy
+29,802
New +$546K 0.54% 48

Other funds holding SCHV

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APP
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MG
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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 $3.11B AUM 20.67% 1-Year Est. Return