WA
SCHV

WESPAC Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-71,718
Closed -$1.36M – 113
2019
Q3 		$1.36M Sell
71,718
-25,068
-26% -$469K 1.35% 32
2019
Q2 		$1.81M Hold
96,786
– – 1.35% 33
2019
Q1 		$1.77M Sell
96,786
-3,546
-4% -$62.9K 1.22% 31
2018
Q4 		$1.65M Buy
+100,332
New +$1.78M 1.6% 25

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

WESPAC Advisors's SCHV Position: Q4 2019 in Review

WESPAC Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2019, closing a stake of 71,718 shares — an estimated $1.36M sold.

WESPAC Advisors first reported a position in SCHV in Q4 2018 and held it in 4 quarters. The position peaked at $1.81M in Q2 2019. 492 funds tracked by Wall St. Rank hold SCHV as of Q4 2019.

  • WESPAC Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • WESPAC Advisors sold 71,718 Schwab US Large-Cap Value ETF shares in Q4 2019, an estimated $1.36M.
  • WESPAC Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 4 quarters.
  • WESPAC Advisors's Schwab US Large-Cap Value ETF position peaked at $1.81M in Q2 2019.
  • 492 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2019.

Based on WESPAC Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.