GWA
SCHV

Guidant Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Guidant Wealth Advisors’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
Q3 		$6.02M Buy
318,279
+19,983
+7% +$374K 2.24% 15
2019
Q2 		$5.58M Sell
298,296
-6,981
-2% -$129K 2.16% 17
2019
Q1 		$5.57M Buy
305,277
+45,219
+17% +$803K 2.17% 17
2018
Q4 		$4.27M Buy
+260,058
New +$4.6M 1.99% 19
2017
Q3 		– Sell
-273,471
Closed -$4.58M – 222
2017
Q2 		$4.58M Buy
273,471
+17,502
+7% +$291K 2.36% 15
2017
Q1 		$4.22M Buy
255,969
+42,885
+20% +$705K 2.21% 16
2016
Q4 		$3.44M Buy
213,084
+146,529
+220% +$2.27M 1.95% 19
2016
Q3 		$1M Buy
+66,555
New +$1.01M 0.62% 40

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Guidant Wealth Advisors's SCHV Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.7% in Q3 2019, buying an estimated $374K and bringing the position to 318,279 shares worth $6.02M. The position accounts for 2.24% of the portfolio, ranked #15.

Guidant Wealth Advisors first reported a position in SCHV in Q3 2016 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • Guidant Wealth Advisors held 318,279 shares of Schwab US Large-Cap Value ETF worth $6.02M as of Q3 2019.
  • Guidant Wealth Advisors bought 19,983 Schwab US Large-Cap Value ETF shares in Q3 2019, an estimated $374K.
  • Schwab US Large-Cap Value ETF made up 2.24% of Guidant Wealth Advisors's portfolio in Q3 2019, its #15 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.