WPW
SCHV

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

Waldron 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
Q1 		– Sell
-21,555
Closed -$431K – 289
2019
Q4 		$431K Hold
21,555
– – 0.04% 174
2019
Q3 		$407K Buy
+21,555
New +$403K 0.04% 160

Other funds holding SCHV

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APP
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Betterment LLC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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

Waldron Private Wealth's SCHV Position: Q1 2020 in Review

Waldron Private Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 21,555 shares — an estimated $431K sold.

Waldron Private Wealth first reported a position in SCHV in Q3 2019 and held it in 2 quarters. The position peaked at $431K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

  • Waldron Private Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 21,555 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $431K.
  • Waldron Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 2 quarters.
  • Waldron Private Wealth's Schwab US Large-Cap Value ETF position peaked at $431K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on Waldron Private Wealth's 13F filing for Q1 2020, filed 5 May 2020.