EA
SCHV

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

Efficient 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
Q3 		– Sell
-4,698
Closed -$83K – 50
2018
Q2 		$83K Sell
4,698
-303
-6% -$5.41K 0.01% 48
2018
Q1 		$88K Buy
+5,001
New +$91.6K 0.01% 48

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
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Efficient Advisors's SCHV Position: Q3 2018 in Review

Efficient Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2018, closing a stake of 4,698 shares — an estimated $83K sold.

Efficient Advisors first reported a position in SCHV in Q1 2018 and held it in 2 quarters. The position peaked at $88K in Q1 2018. 309 funds tracked by Wall St. Rank hold SCHV as of Q3 2018.

  • Efficient Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Efficient Advisors sold 4,698 Schwab US Large-Cap Value ETF shares in Q3 2018, an estimated $83K.
  • Efficient Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • Efficient Advisors's Schwab US Large-Cap Value ETF position peaked at $88K in Q1 2018.
  • 309 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2018.

Based on Efficient Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.