GSWM
SCHV

Golden State Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Golden State Wealth 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 		– Sell
-69,483
Closed -$1.39M – 1006
2019
Q4 		$1.39M Buy
+69,483
New +$1.35M 0.27% 24

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Golden State Wealth Management's SCHV Position: Q1 2020 in Review

Golden State Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 69,483 shares — an estimated $1.39M sold.

Golden State Wealth Management first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $1.39M in Q4 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Golden State Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 69,483 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $1.39M.
  • Golden State Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.39M in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.