JWM
SCHV

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

JFG 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
2021
Q1 		– Sell
-14,361
Closed -$284K – 42
2020
Q4 		$284K Buy
+14,361
New +$268K 0.15% 40
2019
Q1 		– Sell
-319,728
Closed -$5.25M – 23
2018
Q4 		$5.25M Buy
+319,728
New +$5.66M 4.72% 3

Other funds holding SCHV

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JFG Wealth Management's SCHV Position: Q1 2021 in Review

JFG Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 14,361 shares — an estimated $284K sold.

JFG Wealth Management first reported a position in SCHV in Q4 2018 and held it in 2 quarters. The position peaked at $5.25M in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • JFG Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • JFG Wealth Management sold 14,361 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $284K.
  • JFG Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • JFG Wealth Management's Schwab US Large-Cap Value ETF position peaked at $5.25M in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on JFG Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.