MIM
SCHV

Macroview Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Macroview Investment 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
2019
Q2 		– Sell
-1,983
Closed -$36K – 358
2019
Q1 		$36K Buy
+1,983
New +$35.2K 0.09% 84

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Bank of America
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MG
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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
LTFS
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Macroview Investment Management's SCHV Position: Q2 2019 in Review

Macroview Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 1,983 shares — an estimated $36K sold.

Macroview Investment Management first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $36K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Macroview Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Macroview Investment Management sold 1,983 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $36K.
  • Macroview Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Macroview Investment Management's Schwab US Large-Cap Value ETF position peaked at $36K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Macroview Investment Management's 13F filing for Q2 2019, filed 23 Jul 2019.