YorkBridge Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

YorkBridge Wealth Partners’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
2020 Q1	–	Sell	-12,300	Closed	-$246K	–	178
2019 Q4	$246K	Buy	+12,300	New	+$238K	0.11%	162
2019 Q3	–	Sell	-10,200	Closed	-$191K	–	553
2019 Q2	$191K	Buy	10,200 +5,400	+113%	+$99.8K	0.08%	177
2019 Q1	$88K	Hold	4,800	–	–	0.04%	296
2018 Q4	$79K	Hold	4,800	–	–	0.04%	283
2018 Q3	$90K	Hold	4,800	–	–	0.04%	298
2018 Q2	$85K	Hold	4,800	–	–	0.04%	310
2018 Q1	$85K	Hold	4,800	–	–	0.04%	314
2017 Q4	$86K	Hold	4,800	–	–	0.04%	311
2017 Q3	$83K	Hold	4,800	–	–	0.04%	315
2017 Q2	$81K	Buy	4,800 +150	+3%	+$2.49K	0.04%	309
2017 Q1	$77K	Buy	+4,650	New	+$76.4K	0.04%	315

Other funds holding SCHV

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APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

YorkBridge Wealth Partners's SCHV Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 12,300 shares — an estimated $246K sold.

YorkBridge Wealth Partners first reported a position in SCHV in Q1 2017 and held it in 11 quarters. The position peaked at $246K in Q4 2019. 453 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

YorkBridge Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 12,300 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $246K.
YorkBridge Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and held it in 11 quarters.
YorkBridge Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $246K in Q4 2019.
453 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.