Foothills Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Foothills Asset 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
2020 Q1	$615K	Buy	41,703 +4,863	+13%	+$89.2K	0.53%	52
2019 Q4	$738K	Buy	36,840 +1,125	+3%	+$21.8K	0.53%	52
2019 Q3	$675K	Buy	35,715 +459	+1%	+$8.59K	0.51%	53
2019 Q2	$660K	Buy	35,256 +8,643	+32%	+$160K	0.51%	51
2019 Q1	$486K	Buy	26,613 +396	+2%	+$7.03K	0.38%	54
2018 Q4	$431K	Buy	26,217 +3,348	+15%	+$59.2K	0.37%	53
2018 Q3	$427K	Buy	22,869 +3,744	+20%	+$69.4K	0.33%	52
2018 Q2	$339K	Buy	19,125 +1,890	+11%	+$33.7K	0.26%	54
2018 Q1	$304K	Buy	17,235 +4,668	+37%	+$85.5K	0.24%	57
2017 Q4	$229K	Buy	+12,567	New	+$224K	0.17%	61

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Foothills Asset Management's SCHV Position: Q1 2020 in Review

Foothills Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q1 2020, buying an estimated $89.2K and bringing the position to 41,703 shares worth $615K. The position accounts for 0.53% of the portfolio, ranked #52.

Foothills Asset Management first reported a position in SCHV in Q4 2017 and has held it in 10 quarters since. The position peaked at $738K in Q4 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

Foothills Asset Management held 41,703 shares of Schwab US Large-Cap Value ETF worth $615K as of Q1 2020.
Foothills Asset Management bought 4,863 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $89.2K.
Schwab US Large-Cap Value ETF made up 0.53% of Foothills Asset Management's portfolio in Q1 2020, its #52 holding.
Foothills Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 10 quarters since.
Foothills Asset Management's Schwab US Large-Cap Value ETF position peaked at $738K in Q4 2019.
453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.