BSAM
SCHV

Blue Sky Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blue Sky Asset 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
-90,315
Closed -$1.51M – 22
2020
Q2 		$1.51M Buy
+90,315
New +$1.47M 1.87% 16

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
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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

Blue Sky Asset Management's SCHV Position: Q3 2020 in Review

Blue Sky Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 90,315 shares — an estimated $1.51M sold.

Blue Sky Asset Management first reported a position in SCHV in Q2 2020 and held it in 1 quarter. The position peaked at $1.51M in Q2 2020. 451 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Blue Sky Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Blue Sky Asset Management sold 90,315 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $1.51M.
  • Blue Sky Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Blue Sky Asset Management's Schwab US Large-Cap Value ETF position peaked at $1.51M in Q2 2020.
  • 451 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Blue Sky Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.