MAU
SCHV

MRA Associates USA’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MRA Associates USA’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
Q3 		$44.1K Hold
2,331
– – 0.17% 74
2019
Q2 		$43.9K Hold
2,331
– – 0.17% 65
2019
Q1 		$42.5K Hold
2,331
– – 0.08% 50
2018
Q4 		$38K Buy
+2,331
New +$41.2K 0.06% 50

Other funds holding SCHV

Envestnet Asset Management
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $11.5B AUM 18.82% 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

MRA Associates USA's SCHV Position: Q3 2019 in Review

MRA Associates USA held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2019 at 2,331 shares worth $44.1K. The position accounts for 0.17% of the portfolio, ranked #74.

MRA Associates USA first reported a position in SCHV in Q4 2018 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • MRA Associates USA held 2,331 shares of Schwab US Large-Cap Value ETF worth $44.1K as of Q3 2019.
  • MRA Associates USA left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2019.
  • Schwab US Large-Cap Value ETF made up 0.17% of MRA Associates USA's portfolio in Q3 2019, its #74 holding.
  • MRA Associates USA first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.