IAP
SCHV

Indie Asset Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Indie Asset 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
2020
Q3 		– Sell
-14,562
Closed -$260K – 99
2020
Q2 		$260K Sell
14,562
-3,204
-18% -$52.3K 0.33% 70
2020
Q1 		$262K Sell
17,766
-2,877
-14% -$52.7K 0.33% 60
2019
Q4 		$414K Buy
+20,643
New +$400K 0.44% 46

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UCFA
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KF
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Indie Asset Partners's SCHV Position: Q3 2020 in Review

Indie Asset Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 14,562 shares — an estimated $260K sold.

Indie Asset Partners first reported a position in SCHV in Q4 2019 and held it in 3 quarters. The position peaked at $414K in Q4 2019. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Indie Asset Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Indie Asset Partners sold 14,562 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $260K.
  • Indie Asset Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • Indie Asset Partners's Schwab US Large-Cap Value ETF position peaked at $414K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Indie Asset Partners's 13F filing for Q3 2020, filed 13 Nov 2020.