QCMNJ
SCHV

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

Quantum Capital Management (New Jersey)’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
Q1 		– Sell
-180
Closed -$4K – 40
2019
Q4 		$4K Hold
180
– – ﹤0.01% 36
2019
Q3 		$3K Buy
+180
New +$3.37K ﹤0.01% 37

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SS
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Wealth Enhancement Advisory Services
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MG
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UCFA
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Quantum Capital Management (New Jersey)'s SCHV Position: Q1 2020 in Review

Quantum Capital Management (New Jersey) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 180 shares — an estimated $4K sold.

Quantum Capital Management (New Jersey) first reported a position in SCHV in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Quantum Capital Management (New Jersey) reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Quantum Capital Management (New Jersey) sold 180 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $4K.
  • Quantum Capital Management (New Jersey) first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 2 quarters.
  • Quantum Capital Management (New Jersey)'s Schwab US Large-Cap Value ETF position peaked at $4K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q1 2020, filed 14 May 2020.