VFP
SCHV

Verus Financial Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Verus Financial Partners’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
-16,086
Closed -$280K – 173
2020
Q3 		$280K Buy
+16,086
New +$281K 0.1% 124

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Verus Financial Partners's SCHV Position: Q4 2020 in Review

Verus Financial Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2020, closing a stake of 16,086 shares — an estimated $280K sold.

Verus Financial Partners first reported a position in SCHV in Q3 2020 and held it in 1 quarter. The position peaked at $280K in Q3 2020. 513 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • Verus Financial Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 16,086 Schwab US Large-Cap Value ETF shares in Q4 2020, an estimated $280K.
  • Verus Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Schwab US Large-Cap Value ETF position peaked at $280K in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

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