WCM
SCHV

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

Weatherstone 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
Q1 		– Sell
-307,545
Closed -$5.75M – 140
2018
Q4 		$5.75M Buy
+307,545
New +$5.44M 1.41% 16

Other funds holding SCHV

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SEI Investments
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Weatherstone Capital Management's SCHV Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2019, closing a stake of 307,545 shares — an estimated $5.75M sold.

Weatherstone Capital Management first reported a position in SCHV in Q4 2018 and held it in 1 quarter. The position peaked at $5.75M in Q4 2018. 401 funds tracked by Wall St. Rank hold SCHV as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 307,545 Schwab US Large-Cap Value ETF shares in Q1 2019, an estimated $5.75M.
  • Weatherstone Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US Large-Cap Value ETF position peaked at $5.75M in Q4 2018.
  • 401 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.