LWM
SCHV

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

Liberty 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
Q4 		– Sell
-228
Closed -$4K – 1058
2020
Q3 		$4K Buy
228
+3
+1% +$52 ﹤0.01% 667
2020
Q2 		$4K Buy
225
+3
+1% +$49 ﹤0.01% 658
2020
Q1 		$3K Sell
222
-75
-25% -$1.38K ﹤0.01% 691
2019
Q4 		$6K Buy
297
+6
+2% +$116 ﹤0.01% 646
2019
Q3 		$6K Buy
291
+3
+1% +$56 0.01% 612
2019
Q2 		$5K Buy
288
+75
+35% +$1.39K ﹤0.01% 666
2019
Q1 		$3K Hold
213
– – ﹤0.01% 602
2018
Q4 		$3K Buy
+213
New +$3.77K ﹤0.01% 642

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
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
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

Liberty Wealth Management's SCHV Position: Q4 2020 in Review

Liberty Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 228 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in SCHV in Q4 2018 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • Liberty Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 228 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Schwab US Large-Cap Value ETF position peaked at $6K in Q4 2019.
  • 513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.