JBJ Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JBJ Investment 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 Q4	–	Sell	-12,699	Closed	-$221K	–	62
2020 Q3	$221K	Hold	12,699	–	–	0.06%	48
2020 Q2	$212K	Sell	12,699 -7,707	-38%	-$126K	0.06%	47
2020 Q1	$301K	Sell	20,406 -332,580	-94%	-$6.1M	0.11%	35
2019 Q4	$7.07M	Hold	352,986	–	–	2.17%	11
2019 Q3	$6.67M	Hold	352,986	–	–	2.25%	11
2019 Q2	$6.61M	Sell	352,986 -105,897	-23%	-$1.96M	2.39%	10
2019 Q1	$8.37M	Buy	+458,883	New	+$8.14M	3.19%	11

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 $3.64B AUM 14.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

JBJ Investment Partners's SCHV Position: Q4 2020 in Review

JBJ Investment Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 12,699 shares — an estimated $221K sold.

JBJ Investment Partners first reported a position in SCHV in Q1 2019 and held it in 7 quarters. The position peaked at $8.37M in Q1 2019. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

JBJ Investment Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
JBJ Investment Partners sold 12,699 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $221K.
JBJ Investment Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 7 quarters.
JBJ Investment Partners's Schwab US Large-Cap Value ETF position peaked at $8.37M in Q1 2019.
513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on JBJ Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.