AFWM
SCHV

Abich Financial Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Abich Financial Wealth 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
2024
Q2 		– Sell
-5,487
Closed -$139K – 866
2024
Q1 		$139K Buy
+5,487
New +$132K 0.11% 55

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MG
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Abich Financial Wealth Management's SCHV Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 5,487 shares — an estimated $139K sold.

Abich Financial Wealth Management first reported a position in SCHV in Q1 2024 and held it in 1 quarter. The position peaked at $139K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 5,487 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $139K.
  • Abich Financial Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Schwab US Large-Cap Value ETF position peaked at $139K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.