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

Girard Partners’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 Q4	–	Sell	-12,147	Closed	-$227K	–	709
2018 Q3	$227K	Sell	12,147 -216	-2%	-$4K	0.04%	234
2018 Q2	$219K	Sell	12,363 -1,551	-11%	-$27.7K	0.04%	241
2018 Q1	$245K	Buy	13,914 +213	+2%	+$3.9K	0.06%	206
2017 Q4	$250K	Buy	13,701 +336	+3%	+$5.98K	0.05%	234
2017 Q3	$231K	Hold	13,365	–	–	0.05%	228
2017 Q2	$224K	Hold	13,365	–	–	0.05%	235
2017 Q1	$221K	Buy	+13,365	New	+$220K	0.05%	216

Other funds holding SCHV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

APP

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

LTFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Girard Partners's SCHV Position: Q4 2018 in Review

Girard Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 12,147 shares — an estimated $227K sold.

Girard Partners first reported a position in SCHV in Q1 2017 and held it in 7 quarters. The position peaked at $250K in Q4 2017. 380 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

Girard Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 12,147 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $227K.
Girard Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and held it in 7 quarters.
Girard Partners's Schwab US Large-Cap Value ETF position peaked at $250K in Q4 2017.
380 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.