CWP
SCHV

Capital Wealth Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-33,687
Closed -$497K – 189
2020
Q1 		$497K Sell
33,687
-5,631
-14% -$103K 0.03% 125
2019
Q4 		$788K Buy
39,318
+441
+1% +$8.54K 0.05% 97
2019
Q3 		$739K Sell
38,877
-5,091
-12% -$95.3K 0.05% 109
2019
Q2 		$823K Buy
+43,968
New +$813K 0.06% 91

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Capital Wealth Planning's SCHV Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 33,687 shares — an estimated $497K sold.

Capital Wealth Planning first reported a position in SCHV in Q2 2019 and held it in 4 quarters. The position peaked at $823K in Q2 2019. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Capital Wealth Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 33,687 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $497K.
  • Capital Wealth Planning first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's Schwab US Large-Cap Value ETF position peaked at $823K in Q2 2019.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.