MI
SCHV

Moneywise Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Moneywise Inc’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
-9,306
Closed -$176K – 44
2019
Q4 		$176K Sell
9,306
-15
-0.2% -$291 0.13% 38
2019
Q3 		$176K Buy
9,321
+51
+0.6% +$954 0.14% 39
2019
Q2 		$173K Sell
9,270
-606
-6% -$11.2K 0.13% 42
2019
Q1 		$174K Buy
+9,876
New +$175K 0.15% 38
2018
Q2 		– Sell
-9,876
Closed -$174K – 41
2018
Q1 		$174K Sell
9,876
-2,661
-21% -$48.8K 0.14% 39
2017
Q4 		$228K Buy
12,537
+60
+0.5% +$1.07K 0.17% 34
2017
Q3 		$216K Sell
12,477
-3,687
-23% -$62.4K 0.17% 34
2017
Q2 		$270K Sell
16,164
-1,080
-6% -$18K 0.23% 29
2017
Q1 		$286K Sell
17,244
-285
-2% -$4.68K 0.26% 29
2016
Q4 		$281K Sell
17,529
-45
-0.3% -$697 0.28% 28
2016
Q3 		$267K Buy
+17,574
New +$268K 0.28% 28

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
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

Moneywise Inc's SCHV Position: Q1 2020 in Review

Moneywise Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 9,306 shares — an estimated $176K sold.

Moneywise Inc first reported a position in SCHV in Q3 2016 and held it in 11 quarters. The position peaked at $286K in Q1 2017. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Moneywise Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Moneywise Inc sold 9,306 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $176K.
  • Moneywise Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and held it in 11 quarters.
  • Moneywise Inc's Schwab US Large-Cap Value ETF position peaked at $286K in Q1 2017.
  • 453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Moneywise Inc's 13F filing for Q1 2020, filed 13 Apr 2020.