HA
SCHV

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

HC 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
2020
Q1 		– Sell
-143,913
Closed -$2.88M – 56
2019
Q4 		$2.88M Buy
+143,913
New +$2.79M 2.98% 10

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HC Advisors's SCHV Position: Q1 2020 in Review

HC Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 143,913 shares — an estimated $2.88M sold.

HC Advisors first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $2.88M in Q4 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • HC Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • HC Advisors sold 143,913 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $2.88M.
  • HC Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • HC Advisors's Schwab US Large-Cap Value ETF position peaked at $2.88M in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on HC Advisors's 13F filing for Q1 2020, filed 8 May 2020.