SFG
SCHV

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

Sowa 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
2021
Q1 		– Sell
-1,410
Closed -$28K – 198
2020
Q4 		$28K Hold
1,410
– – 0.02% 163
2020
Q3 		$25K Hold
1,410
– – 0.02% 160
2020
Q2 		$24K Hold
1,410
– – 0.02% 159
2020
Q1 		$21K Buy
+1,410
New +$25.8K 0.02% 153

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Sowa Financial Group's SCHV Position: Q1 2021 in Review

Sowa Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 1,410 shares — an estimated $28K sold.

Sowa Financial Group first reported a position in SCHV in Q1 2020 and held it in 4 quarters. The position peaked at $28K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Sowa Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,410 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $28K.
  • Sowa Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 4 quarters.
  • Sowa Financial Group's Schwab US Large-Cap Value ETF position peaked at $28K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.