Enterprise Financial Services Corp (EFSC)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-3,000	Closed	-$52K	–	1350
2020 Q3	$52K	Hold	3,000	–	–	0.01%	380
2020 Q2	$50K	Hold	3,000	–	–	0.01%	378
2020 Q1	$44K	Hold	3,000	–	–	0.01%	374
2019 Q4	$60K	Hold	3,000	–	–	0.01%	383
2019 Q3	$57K	Hold	3,000	–	–	0.01%	371
2019 Q2	$56K	Hold	3,000	–	–	0.01%	390
2019 Q1	$55K	Buy	+3,000	New	+$53.2K	0.01%	387

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHV Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 3,000 shares — an estimated $52K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHV in Q1 2019 and held it in 7 quarters. The position peaked at $60K in Q4 2019. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 3,000 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $52K.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab US Large-Cap Value ETF position peaked at $60K in Q4 2019.
513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.