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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

People's United Financial's SCHV Position: Q2 2020 in Review

People's United Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 18,099 shares — an estimated $267K sold.

People's United Financial first reported a position in SCHV in Q1 2016 and held it in 11 quarters. The position peaked at $461K in Q4 2019. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

People's United Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
People's United Financial sold 18,099 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $267K.
People's United Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and held it in 11 quarters.
People's United Financial's Schwab US Large-Cap Value ETF position peaked at $461K in Q4 2019.
456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on People's United Financial's 13F filing for Q2 2020, filed 12 Aug 2020.