MFW
SCHV

Mosaic Family Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-105
Closed -$2K – 525
2019
Q1 		$2K Hold
105
– – ﹤0.01% 654
2018
Q4 		$2K Sell
105
-12
-10% -$212 ﹤0.01% 603
2018
Q3 		$2K Sell
117
-228
-66% -$4.23K ﹤0.01% 610
2018
Q2 		$6K Hold
345
– – ﹤0.01% 580
2018
Q1 		$6K Buy
345
+99
+40% +$1.81K ﹤0.01% 571
2017
Q4 		$4K Buy
+246
New +$4.38K ﹤0.01% 616
2016
Q1 		– Sell
-13,143
Closed -$185K – 835
2015
Q4 		$185K Buy
+13,143
New +$187K 0.08% 147

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mosaic Family Wealth's SCHV Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 105 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in SCHV in Q4 2015 and held it in 7 quarters. The position peaked at $185K in Q4 2015. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 105 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Schwab US Large-Cap Value ETF position peaked at $185K in Q4 2015.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.