HWM
SCHV

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

Howard 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
-1,086
Closed -$21K – 406
2019
Q4 		$21K Buy
+1,086
New +$21K 0.02% 270

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Betterment LLC
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Bank of America
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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 $11.5B AUM 18.82% 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

Howard Wealth Management's SCHV Position: Q1 2020 in Review

Howard Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 1,086 shares — an estimated $21K sold.

Howard Wealth Management first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Howard Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 1,086 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $21K.
  • Howard Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Schwab US Large-Cap Value ETF position peaked at $21K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.