WCG
SCHV

Wall Capital Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wall Capital Group’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
Q1 		– Sell
-2,442
Closed -$45K – 47
2017
Q4 		$45K Hold
2,442
– – 0.03% 37
2017
Q3 		$42K Hold
2,442
– – 0.03% 37
2017
Q2 		$41K Hold
2,442
– – 0.03% 37
2017
Q1 		$40K Buy
+2,442
New +$40.1K 0.03% 33

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 $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Wall Capital Group's SCHV Position: Q1 2018 in Review

Wall Capital Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2018, closing a stake of 2,442 shares — an estimated $45K sold.

Wall Capital Group first reported a position in SCHV in Q1 2017 and held it in 4 quarters. The position peaked at $45K in Q4 2017. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • Wall Capital Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Wall Capital Group sold 2,442 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $45K.
  • Wall Capital Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and held it in 4 quarters.
  • Wall Capital Group's Schwab US Large-Cap Value ETF position peaked at $45K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

Based on Wall Capital Group's 13F filing for Q1 2018, filed 19 Apr 2018.