IWP
SCHV

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

Icon Wealth 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
2019
Q2 		– Sell
-3
Closed – – 646
2019
Q1 		$0 Buy
+3
New +$53 ﹤0.01% 901

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Icon Wealth Partners's SCHV Position: Q2 2019 in Review

Icon Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 3 shares.

Icon Wealth Partners first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Icon Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 3 Schwab US Large-Cap Value ETF shares in Q2 2019.
  • Icon Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $0 in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.