LWM
SCHV

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

Lenox 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
2020
Q2 		$111K Buy
6,684
+243
+4% +$3.97K 0.03% 191
2020
Q1 		$95K Sell
6,441
-105
-2% -$1.93K 0.03% 197
2019
Q4 		$131K Buy
6,546
+3,471
+113% +$67.3K 0.04% 192
2019
Q3 		$58K Buy
3,075
+924
+43% +$17.3K 0.02% 253
2019
Q2 		$40K Buy
2,151
+1,950
+970% +$36K 0.01% 269
2019
Q1 		$4K Buy
+201
New +$3.57K ﹤0.01% 546

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 $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Lenox Wealth Management's SCHV Position: Q2 2020 in Review

Lenox Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q2 2020, buying an estimated $3.97K and bringing the position to 6,684 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #191.

Lenox Wealth Management first reported a position in SCHV in Q1 2019 and has held it in 6 quarters since. The position peaked at $131K in Q4 2019. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Lenox Wealth Management held 6,684 shares of Schwab US Large-Cap Value ETF worth $111K as of Q2 2020.
  • Lenox Wealth Management bought 243 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $3.97K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #191 holding.
  • Lenox Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Schwab US Large-Cap Value ETF position peaked at $131K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.