Capital Advisory Group Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,743
Closed -$30K 372
2018
Q1
$30K Buy
+1,743
New +$31.9K 0.02% 166

Other funds holding SCHV

Capital Advisory Group Advisory Services's SCHV Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 1,743 shares — an estimated $30K sold.

Capital Advisory Group Advisory Services first reported a position in SCHV in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 291 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • Capital Advisory Group Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 1,743 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $30K.
  • Capital Advisory Group Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Schwab US Large-Cap Value ETF position peaked at $30K in Q1 2018.
  • 291 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.