KFA
SCHV

Kays Financial Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kays Financial Advisory’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
Q1 		– Sell
-168,684
Closed -$2.77M – 136
2018
Q4 		$2.77M Buy
+168,684
New +$2.98M 0.63% 34

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kays Financial Advisory's SCHV Position: Q1 2019 in Review

Kays Financial Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2019, closing a stake of 168,684 shares — an estimated $2.77M sold.

Kays Financial Advisory first reported a position in SCHV in Q4 2018 and held it in 1 quarter. The position peaked at $2.77M in Q4 2018. 402 funds tracked by Wall St. Rank hold SCHV as of Q1 2019.

  • Kays Financial Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 168,684 Schwab US Large-Cap Value ETF shares in Q1 2019, an estimated $2.77M.
  • Kays Financial Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's Schwab US Large-Cap Value ETF position peaked at $2.77M in Q4 2018.
  • 402 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.