MCM
SCHV

Mainstay Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mainstay Capital 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
2018
Q4 		– Sell
-33
Closed -$1K – 327
2018
Q3 		$1K Hold
33
– – ﹤0.01% 417
2018
Q2 		$1K Hold
33
– – ﹤0.01% 415
2018
Q1 		$0 Buy
+33
New +$605 ﹤0.01% 410

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APP
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MG
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mainstay Capital Management's SCHV Position: Q4 2018 in Review

Mainstay Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 33 shares — an estimated $1K sold.

Mainstay Capital Management first reported a position in SCHV in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 380 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

  • Mainstay Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 33 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $1K.
  • Mainstay Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 3 quarters.
  • Mainstay Capital Management's Schwab US Large-Cap Value ETF position peaked at $1K in Q3 2018.
  • 380 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.