PSUF
SCHV

People's United Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

People's United Financial’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
-18,099
Closed -$267K – 650
2020
Q1 		$267K Sell
18,099
-4,881
-21% -$89.5K 0.01% 504
2019
Q4 		$461K Sell
22,980
-804
-3% -$15.6K 0.01% 525
2019
Q3 		$450K Sell
23,784
-291
-1% -$5.45K 0.01% 548
2019
Q2 		$451K Buy
24,075
+1,074
+5% +$19.9K 0.01% 567
2019
Q1 		$420K Buy
+23,001
New +$408K 0.01% 555
2017
Q3 		– Sell
-1,731
Closed -$29K – 848
2017
Q2 		$29K Hold
1,731
– – ﹤0.01% 793
2017
Q1 		$29K Hold
1,731
– – ﹤0.01% 778
2016
Q4 		$28K Hold
1,731
– – ﹤0.01% 761
2016
Q3 		$26K Buy
1,731
+750
+76% +$11.4K ﹤0.01% 638
2016
Q2 		$15K Hold
981
– – ﹤0.01% 698
2016
Q1 		$14K Buy
+981
New +$13.4K ﹤0.01% 683

Other funds holding SCHV

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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 $3.11B AUM 20.67% 1-Year Est. Return