Sharkey, Howes & Javer’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sharkey, Howes & Javer’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	-11,316	Closed	-$227K	–	68
2019 Q4	$227K	Sell	11,316 -1,287	-10%	-$24.9K	0.1%	58
2019 Q3	$238K	Buy	+12,603	New	+$236K	0.1%	53
2015 Q2	–	Sell	-12,300	Closed	-$177K	–	247
2015 Q1	$177K	Buy	+12,300	New	+$179K	0.11%	43

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sharkey, Howes & Javer's SCHV Position: Q1 2020 in Review

Sharkey, Howes & Javer sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 11,316 shares — an estimated $227K sold.

Sharkey, Howes & Javer first reported a position in SCHV in Q1 2015 and held it in 3 quarters. The position peaked at $238K in Q3 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

Sharkey, Howes & Javer reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Sharkey, Howes & Javer sold 11,316 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $227K.
Sharkey, Howes & Javer first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and held it in 3 quarters.
Sharkey, Howes & Javer's Schwab US Large-Cap Value ETF position peaked at $238K in Q3 2019.
453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2020, filed 24 Apr 2020.