PG
SCHV

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

Patten 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
-414
Closed -$7K – 466
2018
Q4 		$7K Buy
414
+300
+263% +$5.31K ﹤0.01% 465
2018
Q3 		$2K Hold
114
– – ﹤0.01% 649
2018
Q2 		$2K Hold
114
– – ﹤0.01% 631
2018
Q1 		$2K Hold
114
– – ﹤0.01% 547
2017
Q4 		$2K Sell
114
-12
-10% -$214 ﹤0.01% 588
2017
Q3 		$2K Hold
126
– – ﹤0.01% 594
2017
Q2 		$2K Sell
126
-1,536
-92% -$25.5K ﹤0.01% 611
2017
Q1 		$27K Hold
1,662
– – 0.01% 372
2016
Q4 		$27K Buy
1,662
+63
+4% +$976 0.01% 373
2016
Q3 		$24K Sell
1,599
-60
-4% -$915 0.01% 402
2016
Q2 		$24.8K Buy
1,659
+282
+20% +$4.13K 0.01% 386
2016
Q1 		$19.8K Buy
1,377
+129
+10% +$1.76K 0.01% 414
2015
Q4 		$17.7K Buy
+1,248
New +$17.7K 0.01% 438

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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