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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Blue Chip Wealth Management's SCHV Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 19% in Q3 2020, selling an estimated $151K and leaving 38,124 shares worth $663K. The position accounts for 0.52% of the portfolio, ranked #47.

Blue Chip Wealth Management first reported a position in SCHV in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2019. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

Blue Chip Wealth Management held 38,124 shares of Schwab US Large-Cap Value ETF worth $663K as of Q3 2020.
Blue Chip Wealth Management sold 8,658 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $151K.
Schwab US Large-Cap Value ETF made up 0.52% of Blue Chip Wealth Management's portfolio in Q3 2020, its #47 holding.
Blue Chip Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.27M in Q4 2019.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.