BWA
SCHV

Burt Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Burt Wealth Advisors’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
2019
Q1 		– Sell
-1,500
Closed -$25K – 373
2018
Q4 		$25K Buy
+1,500
New +$26.5K 0.01% 218
2017
Q3 		– Sell
-339
Closed -$5K – 398
2017
Q2 		$5K Buy
+339
New +$5.64K ﹤0.01% 337
2017
Q1 		– Sell
-339
Closed -$5K – 383
2016
Q4 		$5K Hold
339
– – ﹤0.01% 323
2016
Q3 		$5K Hold
339
– – 0.01% 318
2016
Q2 		$5K Hold
339
– – 0.01% 320
2016
Q1 		$5K Hold
339
– – ﹤0.01% 382
2015
Q4 		$4K Buy
339
+156
+85% +$2.21K ﹤0.01% 406
2015
Q3 		$3K Hold
183
– – ﹤0.01% 335
2015
Q2 		$3K Hold
183
– – ﹤0.01% 333
2015
Q1 		$3K Hold
183
– – ﹤0.01% 307
2014
Q4 		$3K Buy
+183
New +$2.64K ﹤0.01% 297

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return