SIAS
SCHV

Shine Investment Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Shine Investment Advisory Services’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 		$1.27M Sell
72,930
-74,037
-50% -$1.29M 0.43% 31
2020
Q2 		$2.46M Buy
146,967
+120,072
+446% +$1.96M 0.9% 17
2020
Q1 		$397K Buy
26,895
+8,145
+43% +$149K 0.18% 70
2019
Q4 		$376K Sell
18,750
-6,855
-27% -$133K 0.15% 84
2019
Q3 		$484K Buy
25,605
+27
+0.1% +$505 0.23% 63
2019
Q2 		$479K Sell
25,578
-330
-1% -$6.1K 0.22% 63
2019
Q1 		$473K Buy
25,908
+30
+0.1% +$532 0.22% 68
2018
Q4 		$425K Sell
25,878
-516
-2% -$9.13K 0.21% 70
2018
Q3 		$493K Buy
26,394
+2,802
+12% +$51.9K 0.26% 59
2018
Q2 		$418K Sell
23,592
-10,872
-32% -$194K 0.21% 63
2018
Q1 		$607K Sell
34,464
-1,395
-4% -$25.6K 0.32% 47
2017
Q4 		$653K Sell
35,859
-3,462
-9% -$61.6K 0.33% 44
2017
Q3 		$679K Buy
39,321
+4,164
+12% +$70.5K 0.35% 43
2017
Q2 		$588K Buy
+35,157
New +$585K 0.3% 46

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Shine Investment Advisory Services's SCHV Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 50% in Q3 2020, selling an estimated $1.29M and leaving 72,930 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #31.

Shine Investment Advisory Services first reported a position in SCHV in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.46M in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Shine Investment Advisory Services held 72,930 shares of Schwab US Large-Cap Value ETF worth $1.27M as of Q3 2020.
  • Shine Investment Advisory Services sold 74,037 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $1.29M.
  • Schwab US Large-Cap Value ETF made up 0.43% of Shine Investment Advisory Services's portfolio in Q3 2020, its #31 holding.
  • Shine Investment Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Schwab US Large-Cap Value ETF position peaked at $2.46M in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.