EWM
SCHV

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

Edge Wealth 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
Q3 		– Sell
-1,272
Closed -$21K – 603
2020
Q2 		$21K Hold
1,272
– – ﹤0.01% 358
2020
Q1 		$19K Sell
1,272
-1,359
-52% -$24.9K ﹤0.01% 327
2019
Q4 		$53K Sell
2,631
-3,291
-56% -$63.8K 0.01% 251
2019
Q3 		$111K Sell
5,922
-135
-2% -$2.53K 0.03% 178
2019
Q2 		$113K Sell
6,057
-138
-2% -$2.55K 0.03% 182
2019
Q1 		$113K Sell
6,195
-2,055
-25% -$36.5K 0.03% 171
2018
Q4 		$136K Hold
8,250
– – 0.04% 164
2018
Q3 		$154K Sell
8,250
-930
-10% -$17.2K 0.04% 163
2018
Q2 		$163K Buy
9,180
+3,894
+74% +$69.5K 0.04% 157
2018
Q1 		$93K Sell
5,286
-5,829
-52% -$107K 0.02% 167
2017
Q4 		$203K Buy
11,115
+1,728
+18% +$30.7K 0.06% 128
2017
Q3 		$162K Buy
9,387
+666
+8% +$11.3K 0.05% 136
2017
Q2 		$147K Sell
8,721
-1,974
-18% -$32.8K 0.05% 146
2017
Q1 		$177K Buy
10,695
+390
+4% +$6.41K 0.06% 127
2016
Q4 		$165K Buy
10,305
+8,703
+543% +$135K 0.06% 124
2016
Q3 		$24K Sell
1,602
-1,131
-41% -$17.2K 0.01% 253
2016
Q2 		$41K Sell
2,733
-855
-24% -$12.5K 0.02% 190
2016
Q1 		$52K Buy
+3,588
New +$49.1K 0.02% 171

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $85.1B AUM 27.35% 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 $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Edge Wealth Management's SCHV Position: Q3 2020 in Review

Edge Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 1,272 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in SCHV in Q1 2016 and held it in 18 quarters. The position peaked at $203K in Q4 2017. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Edge Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 1,272 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $21K.
  • Edge Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and held it in 18 quarters.
  • Edge Wealth Management's Schwab US Large-Cap Value ETF position peaked at $203K in Q4 2017.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.