NFG
SCHV

Noven Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Noven Financial Group’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
Q1 		– Sell
-118,101
Closed -$1.94M – 39
2018
Q4 		$1.94M Buy
+118,101
New +$2.09M 1.83% 15

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Noven Financial Group's SCHV Position: Q1 2019 in Review

Noven Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2019, closing a stake of 118,101 shares — an estimated $1.94M sold.

Noven Financial Group first reported a position in SCHV in Q4 2018 and held it in 1 quarter. The position peaked at $1.94M in Q4 2018. 401 funds tracked by Wall St. Rank hold SCHV as of Q1 2019.

  • Noven Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Noven Financial Group sold 118,101 Schwab US Large-Cap Value ETF shares in Q1 2019, an estimated $1.94M.
  • Noven Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Noven Financial Group's Schwab US Large-Cap Value ETF position peaked at $1.94M in Q4 2018.
  • 401 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2019.

Based on Noven Financial Group's 13F filing for Q1 2019, filed 10 May 2019.