FA
SCHV

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

FDx 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
Q2 		– Sell
-38,247
Closed -$674K – 1059
2018
Q1 		$674K Sell
38,247
-2,196
-5% -$40.2K 0.02% 636
2017
Q4 		$737K Buy
40,443
+1,254
+3% +$22.3K 0.02% 648
2017
Q3 		$677K Buy
+39,189
New +$663K 0.02% 667
2016
Q3 		– Sell
-55,737
Closed -$832K – 940
2016
Q2 		$832K Buy
55,737
+24,156
+76% +$354K 0.04% 420
2016
Q1 		$455K Buy
+31,581
New +$432K 0.02% 606

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
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

FDx Advisors's SCHV Position: Q2 2018 in Review

FDx Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 38,247 shares — an estimated $674K sold.

FDx Advisors first reported a position in SCHV in Q1 2016 and held it in 5 quarters. The position peaked at $832K in Q2 2016. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • FDx Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 38,247 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $674K.
  • FDx Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and held it in 5 quarters.
  • FDx Advisors's Schwab US Large-Cap Value ETF position peaked at $832K in Q2 2016.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.