BAC
SCHV

Boys Arnold & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-43,620
Closed -$644K – 177
2020
Q1 		$644K Buy
43,620
+795
+2% +$14.6K 0.11% 144
2019
Q4 		$858K Hold
42,825
– – 0.12% 144
2019
Q3 		$807K Buy
42,825
+1,641
+4% +$30.7K 0.12% 154
2019
Q2 		$771K Buy
41,184
+6,450
+19% +$119K 0.11% 156
2019
Q1 		$634K Hold
34,734
– – 0.09% 175
2018
Q4 		$566K Buy
34,734
+7,650
+28% +$135K 0.09% 176
2018
Q3 		$508K Buy
27,084
+534
+2% +$9.9K 0.07% 197
2018
Q2 		$470K Sell
26,550
-72
-0.3% -$1.28K 0.07% 208
2018
Q1 		$473K Hold
26,622
– – 0.07% 211
2017
Q4 		$485K Sell
26,622
-63
-0.2% -$1.12K 0.07% 211
2017
Q3 		$461K Sell
26,685
-45
-0.2% -$762 0.07% 211
2017
Q2 		$447K Sell
26,730
-171
-0.6% -$2.84K 0.06% 215
2017
Q1 		$445K Buy
26,901
+351
+1% +$5.77K 0.07% 212
2016
Q4 		$426K Hold
26,550
– – 0.07% 209
2016
Q3 		$403K Hold
26,550
– – 0.07% 204
2016
Q2 		$396K Buy
+26,550
New +$389K 0.07% 201
2016
Q1 		– Sell
-53,100
Closed -$751K – 194
2015
Q4 		$751K Buy
53,100
+26,550
+100% +$377K 0.08% 164
2015
Q3 		$352K Hold
26,550
– – 0.07% 181
2015
Q2 		$381K Hold
26,550
– – 0.07% 176
2015
Q1 		$383K Buy
+26,550
New +$386K 0.07% 172

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Boys Arnold & Co's SCHV Position: Q2 2020 in Review

Boys Arnold & Co sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 43,620 shares — an estimated $644K sold.

Boys Arnold & Co first reported a position in SCHV in Q1 2015 and held it in 20 quarters. The position peaked at $858K in Q4 2019. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Boys Arnold & Co reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 43,620 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $644K.
  • Boys Arnold & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and held it in 20 quarters.
  • Boys Arnold & Co's Schwab US Large-Cap Value ETF position peaked at $858K in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.