Mountain Capital Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mountain Capital Investment 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
2019 Q4	–	Sell	-390,579	Closed	-$7.39M	–	55
2019 Q3	$7.39M	Buy	390,579 +227,700	+140%	+$4.26M	6.53%	6
2019 Q2	$3M	Buy	162,879 +1,026	+0.6%	+$19K	2.82%	9
2019 Q1	$2.95M	Sell	161,853 -7,359	-4%	-$131K	3.18%	9
2018 Q4	$2.78M	Buy	169,212 +264	+0.2%	+$4.67K	3.87%	7
2018 Q3	$3.16M	Buy	+168,948	New	+$3.13M	3.05%	10

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 $3.64B AUM 14.73% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

UCFA

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

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

Mountain Capital Investment Advisors's SCHV Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2019, closing a stake of 390,579 shares — an estimated $7.39M sold.

Mountain Capital Investment Advisors first reported a position in SCHV in Q3 2018 and held it in 5 quarters. The position peaked at $7.39M in Q3 2019. 492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 390,579 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $7.39M.
Mountain Capital Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 5 quarters.
Mountain Capital Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $7.39M in Q3 2019.
492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.