SC
SCHV

Stratford Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stratford Consulting’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 		$6K Buy
387
+198
+105% +$3.63K ﹤0.01% 79
2019
Q4 		$4K Buy
+189
New +$3.66K ﹤0.01% 80

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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 $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Stratford Consulting's SCHV Position: Q1 2020 in Review

Stratford Consulting increased its Schwab US Large-Cap Value ETF (SCHV) stake by 105% in Q1 2020, buying an estimated $3.63K and bringing the position to 387 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

Stratford Consulting first reported a position in SCHV in Q4 2019 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Stratford Consulting held 387 shares of Schwab US Large-Cap Value ETF worth $6K as of Q1 2020.
  • Stratford Consulting bought 198 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $3.63K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #79 holding.
  • Stratford Consulting first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.