Tiller Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tiller Private Wealth’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	–	Sell	-698,088	Closed	-$10.3M	–	38
2020 Q1	$10.3M	Buy	698,088 +8,859	+1%	+$162K	11.72%	4
2019 Q4	$13.8M	Sell	689,229 -7,776	-1%	-$151K	11.18%	4
2019 Q3	$13.2M	Buy	697,005 +5,700	+0.8%	+$107K	11.26%	4
2019 Q2	$12.9M	Sell	691,305 -3,090	-0.4%	-$57.1K	10.88%	4
2019 Q1	$12.7M	Buy	694,395 +49,464	+8%	+$878K	10.99%	4
2018 Q4	$10.6M	Buy	644,931 +10,605	+2%	+$188K	9.31%	5
2018 Q3	$11.9M	Buy	634,326 +70,434	+12%	+$1.31M	8.28%	5
2018 Q2	$9.98M	Buy	563,892 +125,604	+29%	+$2.24M	6.97%	5
2018 Q1	$7.72M	Buy	+438,288	New	+$8.03M	5.55%	6

Other funds holding SCHV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Tiller Private Wealth's SCHV Position: Q2 2020 in Review

Tiller Private Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 698,088 shares — an estimated $10.3M sold.

Tiller Private Wealth first reported a position in SCHV in Q1 2018 and held it in 9 quarters. The position peaked at $13.8M in Q4 2019. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

Tiller Private Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Tiller Private Wealth sold 698,088 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $10.3M.
Tiller Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 9 quarters.
Tiller Private Wealth's Schwab US Large-Cap Value ETF position peaked at $13.8M in Q4 2019.
456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Tiller Private Wealth's 13F filing for Q2 2020, filed 28 Jul 2020.