MCWS
SCHV

McKinley Carter Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-5,940
Closed -$105K – 342
2018
Q1 		$105K Buy
+5,940
New +$109K 0.03% 214

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APP
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Bank of America
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MG
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

McKinley Carter Wealth Services's SCHV Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2018, closing a stake of 5,940 shares — an estimated $105K sold.

McKinley Carter Wealth Services first reported a position in SCHV in Q1 2018 and held it in 1 quarter. The position peaked at $105K in Q1 2018. 291 funds tracked by Wall St. Rank hold SCHV as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 5,940 Schwab US Large-Cap Value ETF shares in Q2 2018, an estimated $105K.
  • McKinley Carter Wealth Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Schwab US Large-Cap Value ETF position peaked at $105K in Q1 2018.
  • 291 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.