ASFA
SCHV

All Season Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

All Season Financial 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
2023
Q2 		– Sell
-9,360
Closed -$205K – 122
2023
Q1 		$205K Buy
+9,360
New +$208K 0.19% 106

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

All Season Financial Advisors's SCHV Position: Q2 2023 in Review

All Season Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 9,360 shares — an estimated $205K sold.

All Season Financial Advisors first reported a position in SCHV in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • All Season Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 9,360 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $205K.
  • All Season Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • All Season Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $205K in Q1 2023.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.