WCM
SCHV

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

Wealthcare 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
2021
Q2 		– Sell
-7,620
Closed -$166K – 562
2021
Q1 		$166K Buy
+7,620
New +$159K 0.02% 78

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Wealthcare Capital Management's SCHV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 7,620 shares — an estimated $166K sold.

Wealthcare Capital Management first reported a position in SCHV in Q1 2021 and held it in 1 quarter. The position peaked at $166K in Q1 2021. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 7,620 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $166K.
  • Wealthcare Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Schwab US Large-Cap Value ETF position peaked at $166K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.