SFG
SCHV

SevenBridge Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-2,046
Closed -$38K – 496
2019
Q2 		$38K Buy
+2,046
New +$37.8K 0.01% 316

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SevenBridge Financial Group's SCHV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2019, closing a stake of 2,046 shares — an estimated $38K sold.

SevenBridge Financial Group first reported a position in SCHV in Q2 2019 and held it in 1 quarter. The position peaked at $38K in Q2 2019. 415 funds tracked by Wall St. Rank hold SCHV as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,046 Schwab US Large-Cap Value ETF shares in Q3 2019, an estimated $38K.
  • SevenBridge Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's Schwab US Large-Cap Value ETF position peaked at $38K in Q2 2019.
  • 415 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.