SCM
SCHV

Shelton Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Shelton Capital Management’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
Q3 		– Sell
-15,000
Closed -$251K – 791
2020
Q2 		$251K Hold
15,000
– – 0.01% 510
2020
Q1 		$221K Buy
+15,000
New +$275K 0.02% 511

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Shelton Capital Management's SCHV Position: Q3 2020 in Review

Shelton Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 15,000 shares — an estimated $251K sold.

Shelton Capital Management first reported a position in SCHV in Q1 2020 and held it in 2 quarters. The position peaked at $251K in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Shelton Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Shelton Capital Management sold 15,000 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $251K.
  • Shelton Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Shelton Capital Management's Schwab US Large-Cap Value ETF position peaked at $251K in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.