CHP
SCHV

Cable Hill Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cable Hill Partners’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
Q1 		– Sell
-10,290
Closed -$206K – 105
2019
Q4 		$206K Sell
10,290
-1,941
-16% -$37.6K 0.06% 95
2019
Q3 		$231K Sell
12,231
-18,051
-60% -$338K 0.08% 88
2019
Q2 		$567K Sell
30,282
-16,434
-35% -$304K 0.2% 39
2019
Q1 		$852K Buy
46,716
+14,325
+44% +$254K 0.28% 29
2018
Q4 		$532K Buy
+32,391
New +$573K 0.21% 41

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cable Hill Partners's SCHV Position: Q1 2020 in Review

Cable Hill Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 10,290 shares — an estimated $206K sold.

Cable Hill Partners first reported a position in SCHV in Q4 2018 and held it in 5 quarters. The position peaked at $852K in Q1 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Cable Hill Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Cable Hill Partners sold 10,290 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $206K.
  • Cable Hill Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 5 quarters.
  • Cable Hill Partners's Schwab US Large-Cap Value ETF position peaked at $852K in Q1 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Cable Hill Partners's 13F filing for Q1 2020, filed 14 May 2020.