WCM
SCHV

WealthBridge Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-1,500
Closed -$28K – 725
2019
Q1 		$28K Buy
+1,500
New +$26.6K 0.02% 394

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G
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UCFA
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LTFS
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WealthBridge Capital Management's SCHV Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 1,500 shares — an estimated $28K sold.

WealthBridge Capital Management first reported a position in SCHV in Q1 2019 and held it in 1 quarter. The position peaked at $28K in Q1 2019. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,500 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $28K.
  • WealthBridge Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's Schwab US Large-Cap Value ETF position peaked at $28K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.