PO
SCHV

Private Ocean’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Private Ocean’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
-1,890
Closed -$27K – 560
2020
Q1 		$27K Sell
1,890
-21
-1% -$385 0.01% 293
2019
Q4 		$39K Hold
1,911
– – 0.01% 271
2019
Q3 		$37K Buy
1,911
+1,890
+9,000% +$35.4K 0.01% 264
2019
Q2 		$0 Buy
+21
New +$388 ﹤0.01% 509
2018
Q4 		– Sell
-2,406
Closed -$45K – 375
2018
Q3 		$45K Buy
+2,406
New +$44.6K 0.02% 166

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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

Private Ocean's SCHV Position: Q2 2020 in Review

Private Ocean sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 1,890 shares — an estimated $27K sold.

Private Ocean first reported a position in SCHV in Q3 2018 and held it in 5 quarters. The position peaked at $45K in Q3 2018. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Private Ocean reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Private Ocean sold 1,890 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $27K.
  • Private Ocean first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 5 quarters.
  • Private Ocean's Schwab US Large-Cap Value ETF position peaked at $45K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.