Platte River Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Platte River Wealth Advisors’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 Q4	$289K	Buy	+14,760	New	+$286K	0.15%	108

Other funds holding SCHV

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Platte River Wealth Advisors's SCHV Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2019: 14,760 shares worth $289K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings.

492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

Platte River Wealth Advisors held 14,760 shares of Schwab US Large-Cap Value ETF worth $289K as of Q4 2019.
Schwab US Large-Cap Value ETF was a new Platte River Wealth Advisors position in Q4 2019.
Schwab US Large-Cap Value ETF made up 0.15% of Platte River Wealth Advisors's portfolio in Q4 2019, its #108 holding.
492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.