LRPA
SCHV

L. Roy Papp & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

L. Roy Papp & Associates’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
2018
Q2 		– Sell
-22,038
Closed -$388K – 162
2018
Q1 		$388K Sell
22,038
-60
-0.3% -$1.1K 0.07% 126
2017
Q4 		$403K Buy
+22,098
New +$393K 0.08% 117
2017
Q3 		– Sell
-21,738
Closed -$364K – 139
2017
Q2 		$364K Buy
+21,738
New +$361K 0.08% 120
2017
Q1 		– Sell
-21,738
Closed -$348K – 149
2016
Q4 		$348K Buy
+21,738
New +$337K 0.08% 121

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

L. Roy Papp & Associates's SCHV Position: Q2 2018 in Review

L. Roy Papp & Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 22,038 shares — an estimated $388K sold.

L. Roy Papp & Associates first reported a position in SCHV in Q4 2016 and held it in 4 quarters. The position peaked at $403K in Q4 2017. 290 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • L. Roy Papp & Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • L. Roy Papp & Associates sold 22,038 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $388K.
  • L. Roy Papp & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and held it in 4 quarters.
  • L. Roy Papp & Associates's Schwab US Large-Cap Value ETF position peaked at $403K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on L. Roy Papp & Associates's 13F filing for Q2 2018, filed 9 Aug 2018.