PTP
SCHV

Platform Technology Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Platform Technology Partners’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
Q4 		$261K Hold
13,137
– – 0.13% 172
2020
Q3 		$229K Buy
13,137
+168
+1% +$2.94K 0.14% 157
2020
Q2 		$217K Buy
+12,969
New +$212K 0.15% 154

Other funds holding SCHV

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Platform Technology Partners's SCHV Position: Q4 2020 in Review

Platform Technology Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2020 at 13,137 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #172.

Platform Technology Partners first reported a position in SCHV in Q2 2020 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • Platform Technology Partners held 13,137 shares of Schwab US Large-Cap Value ETF worth $261K as of Q4 2020.
  • Platform Technology Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2020.
  • Schwab US Large-Cap Value ETF made up 0.13% of Platform Technology Partners's portfolio in Q4 2020, its #172 holding.
  • Platform Technology Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Platform Technology Partners's 13F filing for Q4 2020, filed 9 Feb 2021.