FEG
SCHV

Financial Enhancement Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-723
Closed -$11K – 295
2020
Q1 		$11K Buy
+723
New +$13.3K ﹤0.01% 194

Other funds holding SCHV

Financial Engines Advisors
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Financial Enhancement Group's SCHV Position: Q2 2020 in Review

Financial Enhancement Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 723 shares — an estimated $11K sold.

Financial Enhancement Group first reported a position in SCHV in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Financial Enhancement Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 723 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $11K.
  • Financial Enhancement Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Financial Enhancement Group's Schwab US Large-Cap Value ETF position peaked at $11K in Q1 2020.
  • 456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.