SAG
SCHV

Spotlight Asset Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Spotlight Asset 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
Q3 		– Sell
-35,709
Closed -$596K – 166
2020
Q2 		$596K Buy
+35,709
New +$583K 0.25% 67

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SEI Investments
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UCFA
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KF
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Spotlight Asset Group's SCHV Position: Q3 2020 in Review

Spotlight Asset Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2020, closing a stake of 35,709 shares — an estimated $596K sold.

Spotlight Asset Group first reported a position in SCHV in Q2 2020 and held it in 1 quarter. The position peaked at $596K in Q2 2020. 452 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Spotlight Asset Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 35,709 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $596K.
  • Spotlight Asset Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Spotlight Asset Group's Schwab US Large-Cap Value ETF position peaked at $596K in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Spotlight Asset Group's 13F filing for Q3 2020, filed 30 Oct 2020.