TPW
SCHV

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

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