C.M. Bidwell & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

C.M. Bidwell & Associates’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	-555	Closed	-$9K	–	507
2020 Q2	$9K	Buy	555 +3	+0.5%	+$49	0.01%	334
2020 Q1	$8K	Buy	552 +6	+1%	+$110	0.01%	268
2019 Q4	$11K	Buy	546 +9	+2%	+$174	0.01%	305
2019 Q3	$10K	Buy	537 +3	+0.6%	+$56	0.01%	314
2019 Q2	$10K	Hold	534	–	–	0.01%	310
2019 Q1	$10K	Buy	534 +3	+0.6%	+$53	0.01%	309
2018 Q4	$9K	Buy	531 +9	+2%	+$159	0.01%	306
2018 Q3	$10K	Buy	522 +3	+0.6%	+$56	0.01%	296
2018 Q2	$9K	Sell	519 -108	-17%	-$1.93K	0.01%	319
2018 Q1	$11K	Buy	627 +3	+0.5%	+$55	0.01%	297
2017 Q4	$11K	Buy	+624	New	+$11.1K	0.01%	301

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

C.M. Bidwell & Associates's SCHV Position: Q3 2020 in Review

C.M. Bidwell & Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 555 shares — an estimated $9K sold.

C.M. Bidwell & Associates first reported a position in SCHV in Q4 2017 and held it in 11 quarters. The position peaked at $11K in Q4 2019. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

C.M. Bidwell & Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 555 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $9K.
C.M. Bidwell & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 11 quarters.
C.M. Bidwell & Associates's Schwab US Large-Cap Value ETF position peaked at $11K in Q4 2019.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.