LifePlan Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LifePlan Financial Group’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	$4K	Hold	228	–	–	﹤0.01%	500
2020 Q2	$4K	Sell	228 -633	-74%	-$10.3K	﹤0.01%	502
2020 Q1	$13K	Buy	861 +9	+1%	+$165	0.01%	372
2019 Q4	$17K	Buy	852 +9	+1%	+$174	0.01%	367
2019 Q3	$16K	Buy	843 +12	+1%	+$225	0.01%	367
2019 Q2	$16K	Buy	831 +39	+5%	+$721	0.01%	363
2019 Q1	$14K	Buy	792 +141	+22%	+$2.5K	0.01%	380
2018 Q4	$11K	Sell	651 -297	-31%	-$5.25K	0.01%	381
2018 Q3	$18K	Buy	948 +636	+204%	+$11.8K	0.01%	346
2018 Q2	$6K	Hold	312	–	–	﹤0.01%	419
2018 Q1	$5K	Buy	+312	New	+$5.72K	﹤0.01%	418

Other funds holding SCHV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

LifePlan Financial Group's SCHV Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2020 at 228 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

LifePlan Financial Group first reported a position in SCHV in Q1 2018 and has held it in 11 quarters since. The position peaked at $18K in Q3 2018. 451 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

LifePlan Financial Group held 228 shares of Schwab US Large-Cap Value ETF worth $4K as of Q3 2020.
LifePlan Financial Group left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2020.
Schwab US Large-Cap Value ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #500 holding.
LifePlan Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Schwab US Large-Cap Value ETF position peaked at $18K in Q3 2018.
451 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.