SSWG
SCHV

Seven Springs Wealth Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Seven Springs Wealth Group’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
-1,590
Closed -$32K – 195
2019
Q4 		$32K Buy
+1,590
New +$30.8K 0.02% 109

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SS
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Wealth Enhancement Advisory Services
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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
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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

Seven Springs Wealth Group's SCHV Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 1,590 shares — an estimated $32K sold.

Seven Springs Wealth Group first reported a position in SCHV in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,590 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $32K.
  • Seven Springs Wealth Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Schwab US Large-Cap Value ETF position peaked at $32K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.