DTIM
SCHV

Danda Trouve Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Danda Trouve Investment 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
2020
Q1 		– Sell
-414
Closed -$8K – 176
2019
Q4 		$8K Buy
+414
New +$8.02K 0.01% 120

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SS
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MG
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UCFA
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Danda Trouve Investment Management's SCHV Position: Q1 2020 in Review

Danda Trouve Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 414 shares — an estimated $8K sold.

Danda Trouve Investment Management first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Danda Trouve Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 414 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $8K.
  • Danda Trouve Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Danda Trouve Investment Management's Schwab US Large-Cap Value ETF position peaked at $8K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Danda Trouve Investment Management's 13F filing for Q1 2020, filed 22 Apr 2020.