Rowland Carmichael Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rowland Carmichael 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
2020 Q4	$17K	Hold	855	–	–	0.01%	341
2020 Q3	$15K	Hold	855	–	–	0.01%	320
2020 Q2	$14K	Hold	855	–	–	0.01%	316
2020 Q1	$13K	Hold	855	–	–	0.01%	296
2019 Q4	$17K	Hold	855	–	–	0.01%	330
2019 Q3	$16K	Hold	855	–	–	0.01%	331
2019 Q2	$16K	Hold	855	–	–	0.01%	309
2019 Q1	$16K	Hold	855	–	–	0.01%	305
2018 Q4	$14K	Hold	855	–	–	0.01%	278
2018 Q3	$16K	Hold	855	–	–	0.01%	327
2018 Q2	$15K	Buy	+855	New	+$15.3K	0.01%	330
2016 Q2	–	Sell	-375	Closed	-$5K	–	310
2016 Q1	$5K	Buy	+375	New	+$5.13K	﹤0.01%	204

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 $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Rowland Carmichael Advisors's SCHV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2020 at 855 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #341.

Rowland Carmichael Advisors first reported a position in SCHV in Q1 2016 and has held it in 12 quarters since. 512 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

Rowland Carmichael Advisors held 855 shares of Schwab US Large-Cap Value ETF worth $17K as of Q4 2020.
Rowland Carmichael Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2020.
Schwab US Large-Cap Value ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #341 holding.
Rowland Carmichael Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 12 quarters since.
512 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.