QCMC
SCHV

Quantum Capital Management (California)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quantum Capital Management (California)’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
Q3 		$34K Buy
1,971
+96
+5% +$1.68K 0.04% 178
2020
Q2 		$31K Hold
1,875
– – 0.02% 242
2020
Q1 		$28K Hold
1,875
– – 0.02% 252
2019
Q4 		$38K Hold
1,875
– – 0.02% 260
2019
Q3 		$35K Buy
+1,875
New +$35.1K 0.02% 281

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 $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $3.38B AUM 30.57% 1-Year Est. Return

Quantum Capital Management (California)'s SCHV Position: Q3 2020 in Review

Quantum Capital Management (California) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5.1% in Q3 2020, buying an estimated $1.68K and bringing the position to 1,971 shares worth $34K. The position accounts for 0.04% of the portfolio, ranked #178.

Quantum Capital Management (California) first reported a position in SCHV in Q3 2019 and has held it in 5 quarters since. The position peaked at $38K in Q4 2019. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Quantum Capital Management (California) held 1,971 shares of Schwab US Large-Cap Value ETF worth $34K as of Q3 2020.
  • Quantum Capital Management (California) bought 96 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $1.68K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #178 holding.
  • Quantum Capital Management (California) first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and has held it in 5 quarters since.
  • Quantum Capital Management (California)'s Schwab US Large-Cap Value ETF position peaked at $38K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.