CAM
SCHV

Crestone Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Crestone Asset Management’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
2019
Q3 		– Sell
-13,200
Closed -$247K – 55
2019
Q2 		$247K Buy
+13,200
New +$244K 0.09% 48

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MG
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Betterment LLC
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G
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UCFA
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Crestone Asset Management's SCHV Position: Q3 2019 in Review

Crestone Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2019, closing a stake of 13,200 shares — an estimated $247K sold.

Crestone Asset Management first reported a position in SCHV in Q2 2019 and held it in 1 quarter. The position peaked at $247K in Q2 2019. 414 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • Crestone Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Crestone Asset Management sold 13,200 Schwab US Large-Cap Value ETF shares in Q3 2019, an estimated $247K.
  • Crestone Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • Crestone Asset Management's Schwab US Large-Cap Value ETF position peaked at $247K in Q2 2019.
  • 414 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on Crestone Asset Management's 13F filing for Q3 2019, filed 12 Mar 2021.