RW
SCHV

RVW Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RVW Wealth’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 		– Sell
-14,589
Closed -$254K – 101
2020
Q3 		$254K Buy
+14,589
New +$255K 0.04% 88

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Mariner
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UCFA
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KF
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RVW Wealth's SCHV Position: Q4 2020 in Review

RVW Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 14,589 shares — an estimated $254K sold.

RVW Wealth first reported a position in SCHV in Q3 2020 and held it in 1 quarter. The position peaked at $254K in Q3 2020. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • RVW Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • RVW Wealth sold 14,589 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $254K.
  • RVW Wealth first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • RVW Wealth's Schwab US Large-Cap Value ETF position peaked at $254K in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on RVW Wealth's 13F filing for Q4 2020, filed 11 Jan 2021.