KPW
SCHV

Kore Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kore Private Wealth’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
-837
Closed -$13K – 931
2020
Q2 		$13K Hold
837
– – ﹤0.01% 739
2020
Q1 		$12K Sell
837
-1,710
-67% -$31.3K ﹤0.01% 669
2019
Q4 		$51K Buy
+2,547
New +$49.4K 0.01% 479
2019
Q2 		– Sell
-2,547
Closed -$46K – 684
2019
Q1 		$46K Hold
2,547
– – 0.01% 398
2018
Q4 		$42K Buy
+2,547
New +$45.1K 0.01% 400

Other funds holding SCHV

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Kore Private Wealth's SCHV Position: Q3 2020 in Review

Kore Private Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 837 shares — an estimated $13K sold.

Kore Private Wealth first reported a position in SCHV in Q4 2018 and held it in 5 quarters. The position peaked at $51K in Q4 2019. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Kore Private Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 837 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $13K.
  • Kore Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Schwab US Large-Cap Value ETF position peaked at $51K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.