CAL
SCHV

Capital Advisors Ltd’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Capital Advisors Ltd’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
2021
Q2 		– Sell
-2,667
Closed -$58K – 489
2021
Q1 		$58K Buy
+2,667
New +$55.6K 0.01% 284

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 $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capital Advisors Ltd's SCHV Position: Q2 2021 in Review

Capital Advisors Ltd sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 2,667 shares — an estimated $58K sold.

Capital Advisors Ltd first reported a position in SCHV in Q1 2021 and held it in 1 quarter. The position peaked at $58K in Q1 2021. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Capital Advisors Ltd reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,667 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $58K.
  • Capital Advisors Ltd first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Capital Advisors Ltd's Schwab US Large-Cap Value ETF position peaked at $58K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Capital Advisors Ltd's 13F filing for Q2 2021, filed 10 Aug 2021.