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Vantage Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$331K Sell
17,727
-1,557
-8% -$28.9K 0.07% 120
2018
Q2 		$341K Buy
19,284
+5,733
+42% +$102K 0.08% 110
2018
Q1 		$239K Buy
13,551
+1,179
+10% +$21.6K 0.06% 131
2017
Q4 		$225K Buy
12,372
+759
+7% +$13.5K 0.05% 141
2017
Q3 		$201K Buy
11,613
+348
+3% +$5.89K 0.05% 138
2017
Q2 		$189K Buy
11,265
+6,696
+147% +$111K 0.05% 134
2017
Q1 		$76K Sell
4,569
-1,149
-20% -$18.9K 0.03% 203
2016
Q4 		$90K Buy
5,718
+3,456
+153% +$53.6K 0.04% 177
2016
Q3 		$34K Buy
2,262
+453
+25% +$6.91K 0.02% 298
2016
Q2 		$27K Hold
1,809
– – 0.01% 361
2016
Q1 		$26K Buy
1,809
+1,284
+245% +$17.6K 0.01% 351
2015
Q4 		$7K Buy
525
+240
+84% +$3.41K ﹤0.01% 570
2015
Q3 		$4K Sell
285
-2,655
-90% -$37.2K ﹤0.01% 659
2015
Q2 		$42K Sell
2,940
-2,940
-50% -$43.3K 0.02% 261
2015
Q1 		$85K Buy
5,880
+5,595
+1,963% +$81.4K 0.02% 260
2014
Q4 		$4K Hold
285
– – ﹤0.01% 642
2014
Q3 		$4K Hold
285
– – ﹤0.01% 605
2014
Q2 		$4K Sell
285
-165
-37% -$2.3K ﹤0.01% 601
2014
Q1 		$6K Hold
450
– – ﹤0.01% 510
2013
Q4 		$6K Buy
+450
New +$5.88K ﹤0.01% 480

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vantage Investment Advisors's SCHV Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 8.1% in Q3 2018, selling an estimated $28.9K and leaving 17,727 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #120.

Vantage Investment Advisors first reported a position in SCHV in Q4 2013 and has held it in 20 quarters since. The position peaked at $341K in Q2 2018. 309 funds tracked by Wall St. Rank hold SCHV as of Q3 2018.

  • Vantage Investment Advisors held 17,727 shares of Schwab US Large-Cap Value ETF worth $331K as of Q3 2018.
  • Vantage Investment Advisors sold 1,557 Schwab US Large-Cap Value ETF shares in Q3 2018, an estimated $28.9K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Vantage Investment Advisors's portfolio in Q3 2018, its #120 holding.
  • Vantage Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $341K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.