PI
SCHV

Parkside Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Parkside Investments’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
-21,900
Closed -$323K – 108
2020
Q1 		$323K Sell
21,900
-35,955
-62% -$659K 0.11% 86
2019
Q4 		$1.16M Hold
57,855
– – 0.28% 76
2019
Q3 		$1.09M Sell
57,855
-10,935
-16% -$205K 0.29% 72
2019
Q2 		$1.29M Hold
68,790
– – 0.33% 69
2019
Q1 		$1.25M Buy
68,790
+13,455
+24% +$239K 0.34% 73
2018
Q4 		$909K Buy
+55,335
New +$979K 0.39% 70

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Osaic Holdings
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Parkside Investments's SCHV Position: Q2 2020 in Review

Parkside Investments sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 21,900 shares — an estimated $323K sold.

Parkside Investments first reported a position in SCHV in Q4 2018 and held it in 6 quarters. The position peaked at $1.29M in Q2 2019. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Parkside Investments reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Parkside Investments sold 21,900 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $323K.
  • Parkside Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 6 quarters.
  • Parkside Investments's Schwab US Large-Cap Value ETF position peaked at $1.29M in Q2 2019.
  • 456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Parkside Investments's 13F filing for Q2 2020, filed 23 Jul 2020.