Cedar Hill Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cedar Hill Associates’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
2018 Q4	$221K	Sell	13,455 -55,335	-80%	-$979K	0.08%	102
2018 Q3	$1.28M	Hold	68,790	–	–	0.29%	61
2018 Q2	$1.22M	Hold	68,790	–	–	0.25%	68
2018 Q1	$1.21M	Hold	68,790	–	–	0.24%	70
2017 Q4	$1.25M	Hold	68,790	–	–	0.22%	71
2017 Q3	$1.19M	Hold	68,790	–	–	0.21%	71
2017 Q2	$1.15M	Hold	68,790	–	–	0.24%	59
2017 Q1	$1.14M	Buy	68,790 +25,905	+60%	+$426K	0.24%	55
2016 Q4	$687K	Hold	42,885	–	–	0.12%	59
2016 Q3	$651K	Buy	+42,885	New	+$654K	0.11%	59

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Hill Associates's SCHV Position: Q4 2018 in Review

Cedar Hill Associates reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 80% in Q4 2018, selling an estimated $979K and leaving 13,455 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #102.

Cedar Hill Associates first reported a position in SCHV in Q3 2016 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2018. 379 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

Cedar Hill Associates held 13,455 shares of Schwab US Large-Cap Value ETF worth $221K as of Q4 2018.
Cedar Hill Associates sold 55,335 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $979K.
Schwab US Large-Cap Value ETF made up 0.08% of Cedar Hill Associates's portfolio in Q4 2018, its #102 holding.
Cedar Hill Associates first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 10 quarters since.
Cedar Hill Associates's Schwab US Large-Cap Value ETF position peaked at $1.28M in Q3 2018.
379 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.