EWM
SCHV

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

Executive 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
2019
Q3 		– Sell
-96
Closed -$2K – 663
2019
Q2 		$2K Sell
96
-300
-76% -$5.54K ﹤0.01% 815
2019
Q1 		$7K Buy
396
+300
+313% +$5.33K ﹤0.01% 608
2018
Q4 		$2K Buy
+96
New +$1.7K ﹤0.01% 776

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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

Executive Wealth Management's SCHV Position: Q3 2019 in Review

Executive Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2019, closing a stake of 96 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in SCHV in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2019. 414 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • Executive Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 96 Schwab US Large-Cap Value ETF shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Schwab US Large-Cap Value ETF position peaked at $7K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.