Integrated Investment Consultants’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Integrated Investment Consultants’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	-34,341	Closed	-$688K	–	184
2019 Q4	$688K	Buy	34,341 +4,041	+13%	+$78.3K	0.28%	65
2019 Q3	$573K	Sell	30,300 -3,945	-12%	-$73.8K	0.29%	64
2019 Q2	$641K	Sell	34,245 -840	-2%	-$15.5K	0.33%	61
2019 Q1	$640K	Buy	35,085 +36	+0.1%	+$639	0.34%	57
2018 Q4	$576K	Buy	+35,049	New	+$620K	0.31%	57
2018 Q2	–	Sell	-4,647	Closed	-$82K	–	601
2018 Q1	$82K	Buy	+4,647	New	+$85.1K	0.03%	357

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Integrated Investment Consultants's SCHV Position: Q1 2020 in Review

Integrated Investment Consultants sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 34,341 shares — an estimated $688K sold.

Integrated Investment Consultants first reported a position in SCHV in Q1 2018 and held it in 6 quarters. The position peaked at $688K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

Integrated Investment Consultants reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Integrated Investment Consultants sold 34,341 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $688K.
Integrated Investment Consultants first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 6 quarters.
Integrated Investment Consultants's Schwab US Large-Cap Value ETF position peaked at $688K in Q4 2019.
454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Integrated Investment Consultants's 13F filing for Q1 2020, filed 22 May 2020.