CTFG
SCHV

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

Capstone Triton 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
2021
Q1 		– Sell
-1,185
Closed -$24K – 277
2020
Q4 		$24K Buy
+1,185
New +$22.2K 0.01% 258

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Capstone Triton Financial Group's SCHV Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 1,185 shares — an estimated $24K sold.

Capstone Triton Financial Group first reported a position in SCHV in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,185 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $24K.
  • Capstone Triton Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Schwab US Large-Cap Value ETF position peaked at $24K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.