MG
SCHV

Michael Gelband’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Michael Gelband’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
-214,500
Closed -$3.58M – 2175
2020
Q2 		$3.58M Buy
+214,500
New +$3.5M 0.09% 235

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Michael Gelband's SCHV Position: Q3 2020 in Review

Michael Gelband sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 214,500 shares — an estimated $3.58M sold.

Michael Gelband first reported a position in SCHV in Q2 2020 and held it in 1 quarter. The position peaked at $3.58M in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Michael Gelband reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Michael Gelband sold 214,500 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $3.58M.
  • Michael Gelband first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Michael Gelband's Schwab US Large-Cap Value ETF position peaked at $3.58M in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on ExodusPoint Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.