ML
SCHV

McAdam LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

McAdam LLC’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
-459
Closed -$9K – 503
2018
Q3 		$9K Buy
459
+24
+6% +$445 ﹤0.01% 353
2018
Q2 		$8K Hold
435
– – ﹤0.01% 348
2018
Q1 		$8K Buy
+435
New +$7.97K ﹤0.01% 357

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McAdam LLC's SCHV Position: Q4 2018 in Review

McAdam LLC sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 459 shares — an estimated $9K sold.

McAdam LLC first reported a position in SCHV in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 379 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

  • McAdam LLC reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 459 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $9K.
  • McAdam LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Schwab US Large-Cap Value ETF position peaked at $9K in Q3 2018.
  • 379 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.