FPCG
SCHV

Fort Pitt Capital Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fort Pitt Capital 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
Q3 		– Sell
-12,003
Closed -$200K – 158
2020
Q2 		$200K Buy
+12,003
New +$196K 0.01% 161
2019
Q1 		– Sell
-13,536
Closed -$222K – 155
2018
Q4 		$222K Buy
+13,536
New +$239K 0.02% 150

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
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Betterment LLC
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SEI Investments
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Mariner
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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
KF
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Fort Pitt Capital Group's SCHV Position: Q3 2020 in Review

Fort Pitt Capital Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 12,003 shares — an estimated $200K sold.

Fort Pitt Capital Group first reported a position in SCHV in Q4 2018 and held it in 2 quarters. The position peaked at $222K in Q4 2018. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Fort Pitt Capital Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Fort Pitt Capital Group sold 12,003 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $200K.
  • Fort Pitt Capital Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Fort Pitt Capital Group's Schwab US Large-Cap Value ETF position peaked at $222K in Q4 2018.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Fort Pitt Capital Group's 13F filing for Q3 2020, filed 13 Nov 2020.