KL
SCHV

KWMG LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KWMG LLC’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
Q2 		– Sell
-1,116
Closed -$20K – 374
2019
Q1 		$20K Buy
+1,116
New +$19.8K 0.01% 226

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KWMG LLC's SCHV Position: Q2 2019 in Review

KWMG LLC sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 1,116 shares — an estimated $20K sold.

KWMG LLC first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • KWMG LLC reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 1,116 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $20K.
  • KWMG LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • KWMG LLC's Schwab US Large-Cap Value ETF position peaked at $20K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.