SHJ
SCHV

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

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Betterment LLC
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Bank of America
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SS
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Wealth Enhancement Advisory Services
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MG
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SEI Investments
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Osaic Holdings
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UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return