MinichMacGregor Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-31,764	Closed	-$636K	–	112
2019 Q4	$636K	Buy	31,764 +2,499	+9%	+$48.4K	0.35%	35
2019 Q3	$553K	Sell	29,265 -6,957	-19%	-$130K	0.37%	33
2019 Q2	$682K	Buy	36,222 +15,426	+74%	+$285K	0.48%	30
2019 Q1	$383K	Buy	+20,796	New	+$369K	0.29%	37

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

UCFA

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

MinichMacGregor Wealth Management's SCHV Position: Q1 2020 in Review

MinichMacGregor Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 31,764 shares — an estimated $636K sold.

MinichMacGregor Wealth Management first reported a position in SCHV in Q1 2019 and held it in 4 quarters. The position peaked at $682K in Q2 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

MinichMacGregor Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
MinichMacGregor Wealth Management sold 31,764 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $636K.
MinichMacGregor Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 4 quarters.
MinichMacGregor Wealth Management's Schwab US Large-Cap Value ETF position peaked at $682K in Q2 2019.
454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.