SIA
SCHV

Starfire Investment Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Starfire Investment Advisers’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
Q2 		$3.45M Sell
206,802
-867
-0.4% -$14.2K 1.65% 14
2020
Q1 		$3.06M Sell
207,669
-3,423
-2% -$62.8K 1.68% 16
2019
Q4 		$4.23M Buy
211,092
+12
+0% +$233 1.62% 18
2019
Q3 		$3.99M Buy
211,080
+9,987
+5% +$187K 1.64% 19
2019
Q2 		$3.76M Buy
201,093
+1,062
+0.5% +$19.6K 1.68% 17
2019
Q1 		$3.65M Buy
200,031
+7,425
+4% +$132K 1.67% 17
2018
Q4 		$3.16M Buy
192,606
+31,065
+19% +$550K 1.7% 16
2018
Q3 		$3.02M Buy
161,541
+10,014
+7% +$186K 1.5% 18
2018
Q2 		$2.68M Buy
151,527
+28,938
+24% +$516K 1.36% 19
2018
Q1 		$2.16M Buy
+122,589
New +$2.25M 1.12% 22
2017
Q4 		– Sell
-67,761
Closed -$1.17M – 212
2017
Q3 		$1.17M Buy
67,761
+5,289
+8% +$89.5K 0.71% 33
2017
Q2 		$1.04M Buy
62,472
+6,780
+12% +$113K 0.61% 38
2017
Q1 		$916K Buy
55,692
+3,645
+7% +$59.9K 0.49% 47
2016
Q4 		$834K Buy
52,047
+837
+2% +$13K 0.48% 49
2016
Q3 		$778K Sell
51,210
-462
-0.9% -$7.04K 0.46% 49
2016
Q2 		$771K Buy
51,672
+1,818
+4% +$26.6K 0.53% 41
2016
Q1 		$718K Buy
49,854
+2,685
+6% +$36.7K 0.47% 47
2015
Q4 		$667K Buy
47,169
+1,215
+3% +$17.3K 0.46% 49
2015
Q3 		$610K Sell
45,954
-1,272
-3% -$17.8K 0.45% 54
2015
Q2 		$677K Sell
47,226
-735
-2% -$10.8K 0.45% 54
2015
Q1 		$692K Buy
+47,961
New +$698K 0.45% 51

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 $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Starfire Investment Advisers's SCHV Position: Q2 2020 in Review

Starfire Investment Advisers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.42% in Q2 2020, selling an estimated $14.2K and leaving 206,802 shares worth $3.45M. The position accounts for 1.65% of the portfolio, ranked #14.

Starfire Investment Advisers first reported a position in SCHV in Q1 2015 and has held it in 21 quarters since. The position peaked at $4.23M in Q4 2019. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Starfire Investment Advisers held 206,802 shares of Schwab US Large-Cap Value ETF worth $3.45M as of Q2 2020.
  • Starfire Investment Advisers sold 867 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $14.2K.
  • Schwab US Large-Cap Value ETF made up 1.65% of Starfire Investment Advisers's portfolio in Q2 2020, its #14 holding.
  • Starfire Investment Advisers first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Schwab US Large-Cap Value ETF position peaked at $4.23M in Q4 2019.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.