Pacific Edge Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pacific Edge 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
2020 Q2	–	Sell	-268,200	Closed	-$3.96M	–	35
2020 Q1	$3.96M	Sell	268,200 -9,000	-3%	-$165K	2.83%	8
2019 Q4	$5.55M	Sell	277,200 -30,150	-10%	-$584K	3.39%	8
2019 Q3	$5.81M	Buy	307,350 +1,980	+0.6%	+$37.1K	3.8%	8
2019 Q2	$5.71M	Sell	305,370 -16,260	-5%	-$301K	3.77%	8
2019 Q1	$5.87M	Sell	321,630 -30,150	-9%	-$535K	3.56%	9
2018 Q4	$5.78M	Sell	351,780 -372,210	-51%	-$6.59M	3.68%	10
2018 Q3	$13.5M	Sell	723,990 -55,800	-7%	-$1.03M	7.47%	4
2018 Q2	$13.8M	Buy	779,790 +36,825	+5%	+$657K	7.62%	5
2018 Q1	$13.1M	Buy	742,965 +97,575	+15%	+$1.79M	8.05%	5
2017 Q4	$11.8M	Buy	+645,390	New	+$11.5M	8.33%	4

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Pacific Edge Advisors's SCHV Position: Q2 2020 in Review

Pacific Edge Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 268,200 shares — an estimated $3.96M sold.

Pacific Edge Advisors first reported a position in SCHV in Q4 2017 and held it in 10 quarters. The position peaked at $13.8M in Q2 2018. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

Pacific Edge Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Pacific Edge Advisors sold 268,200 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $3.96M.
Pacific Edge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Pacific Edge Advisors's Schwab US Large-Cap Value ETF position peaked at $13.8M in Q2 2018.
455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Pacific Edge Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.