SG Americas Securities
SCHV

SG Americas Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SG Americas Securities’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
2018
Q4 		– Sell
-53,658
Closed -$1M – 3283
2018
Q3 		$1M Buy
+53,658
New +$995K 0.01% 1684

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Bank of America
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APP
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MG
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Betterment LLC
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SEI Investments
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities's SCHV Position: Q4 2018 in Review

SG Americas Securities sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 53,658 shares — an estimated $1M sold.

SG Americas Securities first reported a position in SCHV in Q3 2018 and held it in 1 quarter. The position peaked at $1M in Q3 2018. 380 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

  • SG Americas Securities reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • SG Americas Securities sold 53,658 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $1M.
  • SG Americas Securities first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • SG Americas Securities's Schwab US Large-Cap Value ETF position peaked at $1M in Q3 2018.
  • 380 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on SG Americas Securities's 13F filing for Q4 2018, filed 1 Feb 2019.