DI
SCHV

Disciplined Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-2,550
Closed -$44K – 402
2020
Q3 		$44K Buy
2,550
+15
+0.6% +$262 0.03% 170
2020
Q2 		$42K Sell
2,535
-1,008
-28% -$16.5K 0.03% 179
2020
Q1 		$52K Buy
3,543
+1,023
+41% +$18.8K 0.05% 151
2019
Q4 		$51K Buy
+2,520
New +$48.8K 0.04% 164

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Disciplined Investments's SCHV Position: Q4 2020 in Review

Disciplined Investments sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 2,550 shares — an estimated $44K sold.

Disciplined Investments first reported a position in SCHV in Q4 2019 and held it in 4 quarters. The position peaked at $52K in Q1 2020. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • Disciplined Investments reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 2,550 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $44K.
  • Disciplined Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's Schwab US Large-Cap Value ETF position peaked at $52K in Q1 2020.
  • 513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.