LWCFA
SCHV

Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-1,167
Closed -$21K – 761
2019
Q1 		$21K Buy
+1,167
New +$20.7K ﹤0.01% 522

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G
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UCFA
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LTFS
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Loring Wolcott & Coolidge Fiduciary Advisors's SCHV Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 1,167 shares — an estimated $21K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,167 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $21K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Schwab US Large-Cap Value ETF position peaked at $21K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.