F
SCHV

F3Logic’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

F3Logic’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 		– Sell
-22,278
Closed -$393K – 110
2018
Q1 		$393K Buy
+22,278
New +$408K 0.3% 74

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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

F3Logic's SCHV Position: Q2 2018 in Review

F3Logic sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 22,278 shares — an estimated $393K sold.

F3Logic first reported a position in SCHV in Q1 2018 and held it in 1 quarter. The position peaked at $393K in Q1 2018. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • F3Logic reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • F3Logic sold 22,278 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $393K.
  • F3Logic first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • F3Logic's Schwab US Large-Cap Value ETF position peaked at $393K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on F3Logic's 13F filing for Q2 2018, filed 14 Aug 2018.