MWP
SCHV

MYCIO Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MYCIO Wealth Partners’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
-4,890
Closed -$98K – 326
2019
Q4 		$98K Hold
4,890
– – 0.01% 359
2019
Q3 		$92K Sell
4,890
-78
-2% -$1.46K 0.01% 332
2019
Q2 		$93K Buy
+4,968
New +$91.8K 0.01% 315

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MYCIO Wealth Partners's SCHV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 4,890 shares — an estimated $98K sold.

MYCIO Wealth Partners first reported a position in SCHV in Q2 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,890 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $98K.
  • MYCIO Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $98K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.