AIP
SCHV

Ahrens Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ahrens Investment 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
2023
Q1 		$8.02K Buy
+366
New +$8.13K ﹤0.01% 681
2022
Q3 		– Sell
-360
Closed -$7K – 760
2022
Q2 		$7K Buy
360
+3
+0.8% +$67 ﹤0.01% 718
2022
Q1 		$9K Hold
357
– – ﹤0.01% 759
2021
Q4 		$9K Buy
+357
New +$8.46K ﹤0.01% 771

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ahrens Investment Partners's SCHV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2023: 366 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHV in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q1 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Ahrens Investment Partners held 366 shares of Schwab US Large-Cap Value ETF worth $8.02K as of Q1 2023.
  • Schwab US Large-Cap Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #681 holding.
  • Ahrens Investment Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Schwab US Large-Cap Value ETF position peaked at $9K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.