EA
SCHV

Edge Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Edge Advisors’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
Q2 		$4.33M Buy
244,479
+15,078
+7% +$269K 0.39% 65
2018
Q1 		$4.04M Buy
229,401
+48,282
+27% +$885K 0.38% 67
2017
Q4 		$3.3M Buy
181,119
+4,515
+3% +$80.3K 0.32% 80
2017
Q3 		$3.05M Buy
176,604
+60,681
+52% +$1.03M 0.33% 77
2017
Q2 		$1.94M Buy
115,923
+231
+0.2% +$3.84K 0.22% 106
2017
Q1 		$1.92M Buy
115,692
+528
+0.5% +$8.68K 0.23% 98
2016
Q4 		$1.85M Buy
+115,164
New +$1.79M 0.24% 102

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Edge Advisors's SCHV Position: Q2 2018 in Review

Edge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.6% in Q2 2018, buying an estimated $269K and bringing the position to 244,479 shares worth $4.33M. The position accounts for 0.39% of the portfolio, ranked #65.

Edge Advisors first reported a position in SCHV in Q4 2016 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • Edge Advisors held 244,479 shares of Schwab US Large-Cap Value ETF worth $4.33M as of Q2 2018.
  • Edge Advisors bought 15,078 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $269K.
  • Schwab US Large-Cap Value ETF made up 0.39% of Edge Advisors's portfolio in Q2 2018, its #65 holding.
  • Edge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.