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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $18.2B AUM 22.02% 1-Year Est. Return

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

Burt Wealth Advisors's SCHV Position: Q1 2019 in Review

Burt Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2019, closing a stake of 1,500 shares — an estimated $25K sold.

Burt Wealth Advisors first reported a position in SCHV in Q4 2014 and held it in 11 quarters. The position peaked at $25K in Q4 2018. 402 funds tracked by Wall St. Rank hold SCHV as of Q1 2019.

Burt Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Burt Wealth Advisors sold 1,500 Schwab US Large-Cap Value ETF shares in Q1 2019, an estimated $25K.
Burt Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and held it in 11 quarters.
Burt Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $25K in Q4 2018.
402 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.