SFG
SCHV

SNS Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SNS Financial Group’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
-16,494
Closed -$331K – 227
2019
Q4 		$331K Sell
16,494
-4,860
-23% -$94.2K 0.06% 158
2019
Q3 		$404K Sell
21,354
-1,902
-8% -$35.6K 0.08% 126
2019
Q2 		$435K Buy
+23,256
New +$430K 0.08% 126

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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
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SNS Financial Group's SCHV Position: Q1 2020 in Review

SNS Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 16,494 shares — an estimated $331K sold.

SNS Financial Group first reported a position in SCHV in Q2 2019 and held it in 3 quarters. The position peaked at $435K in Q2 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • SNS Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • SNS Financial Group sold 16,494 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $331K.
  • SNS Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 3 quarters.
  • SNS Financial Group's Schwab US Large-Cap Value ETF position peaked at $435K in Q2 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.