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

Gainplan’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
2019 Q4	–	Sell	-4,598,172	Closed	-$87M	–	62
2019 Q3	$87M	Sell	4,598,172 -574,539	-11%	-$10.8M	52.17%	1
2019 Q2	$96.8M	Buy	+5,172,711	New	+$95.6M	58.5%	1
2018 Q4	–	Sell	-1,607,178	Closed	-$30M	–	26
2018 Q3	$30M	Buy	+1,607,178	New	+$29.8M	16.27%	2

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Gainplan's SCHV Position: Q4 2019 in Review

Gainplan sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2019, closing a stake of 4,598,172 shares — an estimated $87M sold.

Gainplan first reported a position in SCHV in Q3 2018 and held it in 3 quarters. The position peaked at $96.8M in Q2 2019. 492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

Gainplan reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Gainplan sold 4,598,172 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $87M.
Gainplan first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 3 quarters.
Gainplan's Schwab US Large-Cap Value ETF position peaked at $96.8M in Q2 2019.
492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Gainplan's 13F filing for Q4 2019, filed 15 Jan 2020.