FCAG
SCHV

First Capital Advisors Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Capital Advisors 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
2018
Q2 		– Sell
-5,577
Closed -$98K – 656
2018
Q1 		$98K Buy
+5,577
New +$102K 0.06% 215

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

First Capital Advisors Group's SCHV Position: Q2 2018 in Review

First Capital Advisors Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 5,577 shares — an estimated $98K sold.

First Capital Advisors Group first reported a position in SCHV in Q1 2018 and held it in 1 quarter. The position peaked at $98K in Q1 2018. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • First Capital Advisors Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 5,577 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $98K.
  • First Capital Advisors Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Schwab US Large-Cap Value ETF position peaked at $98K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.