CFG
SCHV

Capstone Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Capstone Financial Group’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
-1,128
Closed -$23K – 154
2019
Q4 		$23K Buy
+1,128
New +$21.9K 0.02% 146

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Capstone Financial Group's SCHV Position: Q1 2020 in Review

Capstone Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 1,128 shares — an estimated $23K sold.

Capstone Financial Group first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Capstone Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Group sold 1,128 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $23K.
  • Capstone Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Capstone Financial Group's Schwab US Large-Cap Value ETF position peaked at $23K in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.