TFM
SCHV

TFC Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TFC Financial Management’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
Q4 		– Sell
-165
Closed -$3K – 590
2020
Q3 		$3K Buy
+165
New +$2.89K ﹤0.01% 376

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TFC Financial Management's SCHV Position: Q4 2020 in Review

TFC Financial Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 165 shares — an estimated $3K sold.

TFC Financial Management first reported a position in SCHV in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • TFC Financial Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • TFC Financial Management sold 165 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $3K.
  • TFC Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • TFC Financial Management's Schwab US Large-Cap Value ETF position peaked at $3K in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on TFC Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.