DBRC
SCHV

D.B. Root & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

D.B. Root & Company’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 		– Sell
-64,800
Closed -$1.21M – 208
2018
Q3 		$1.21M Buy
64,800
+11,889
+22% +$220K 0.53% 54
2018
Q2 		$937K Buy
+52,911
New +$944K 0.44% 75

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
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
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
SEI Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.B. Root & Company's SCHV Position: Q4 2018 in Review

D.B. Root & Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 64,800 shares — an estimated $1.21M sold.

D.B. Root & Company first reported a position in SCHV in Q2 2018 and held it in 2 quarters. The position peaked at $1.21M in Q3 2018. 379 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

  • D.B. Root & Company reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 64,800 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $1.21M.
  • D.B. Root & Company first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and held it in 2 quarters.
  • D.B. Root & Company's Schwab US Large-Cap Value ETF position peaked at $1.21M in Q3 2018.
  • 379 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.