Manulife (Manufacturers Life Insurance)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Manulife (Manufacturers Life Insurance)’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 Q4	–	Sell	-65,118	Closed	-$1.23M	–	2899
2019 Q3	$1.23M	Sell	65,118 -9,912	-13%	-$186K	﹤0.01%	1554
2019 Q2	$1.4M	Sell	75,030 -39,789	-35%	-$735K	﹤0.01%	1491
2019 Q1	$2.1M	Buy	114,819 +97,512	+563%	+$1.73M	﹤0.01%	1404
2018 Q4	$284K	Sell	17,307 -82,278	-83%	-$1.46M	﹤0.01%	2185
2018 Q3	$1.86M	Buy	99,585 +1,758	+2%	+$32.6K	﹤0.01%	1489
2018 Q2	$1.73M	Buy	97,827 +12,951	+15%	+$231K	﹤0.01%	1553
2018 Q1	$1.5M	Buy	84,876 +9,744	+13%	+$179K	﹤0.01%	1618
2017 Q4	$1.37M	Buy	75,132 +24,735	+49%	+$440K	﹤0.01%	1670
2017 Q3	$871K	Buy	50,397 +3,114	+7%	+$52.7K	﹤0.01%	1884
2017 Q2	$791K	Buy	+47,283	New	+$786K	﹤0.01%	1949

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 $4.02B AUM 20% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s SCHV Position: Q4 2019 in Review

Manulife (Manufacturers Life Insurance) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2019, closing a stake of 65,118 shares — an estimated $1.23M sold.

Manulife (Manufacturers Life Insurance) first reported a position in SCHV in Q2 2017 and held it in 10 quarters. The position peaked at $2.1M in Q1 2019. 492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

Manulife (Manufacturers Life Insurance) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 65,118 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $1.23M.
Manulife (Manufacturers Life Insurance) first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and held it in 10 quarters.
Manulife (Manufacturers Life Insurance)'s Schwab US Large-Cap Value ETF position peaked at $2.1M in Q1 2019.
492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2019, filed 14 Feb 2020.