MFA Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MFA Wealth Advisors’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
2020 Q3	–	Sell	-7,104	Closed	-$119K	–	186
2020 Q2	$119K	Buy	+7,104	New	+$116K	0.08%	51
2020 Q1	–	Sell	-53,874	Closed	-$1.08M	–	58
2019 Q4	$1.08M	Sell	53,874 -1,668	-3%	-$32.3K	0.78%	21
2019 Q3	$1.05M	Sell	55,542 -28,779	-34%	-$539K	0.85%	19
2019 Q2	$1.58M	Sell	84,321 -1,617	-2%	-$29.9K	1.19%	16
2019 Q1	$1.57M	Sell	85,938 -9,069	-10%	-$161K	1.03%	22
2018 Q4	$1.56M	Sell	95,007 -228	-0.2%	-$4.03K	1.56%	14
2018 Q3	$1.71M	Buy	95,235 +6	+0%	+$111	1.27%	20
2018 Q2	$1.77M	Sell	95,229 -198	-0.2%	-$3.53K	1.17%	19
2018 Q1	$1.68M	Sell	95,427 -55,983	-37%	-$1.03M	1.26%	18
2017 Q4	$2.88M	Buy	+151,410	New	+$2.69M	1.96%	15

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

UCFA

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

MFA Wealth Advisors's SCHV Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 7,104 shares — an estimated $119K sold.

MFA Wealth Advisors first reported a position in SCHV in Q4 2017 and held it in 10 quarters. The position peaked at $2.88M in Q4 2017. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

MFA Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 7,104 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $119K.
MFA Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 10 quarters.
MFA Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $2.88M in Q4 2017.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.