APA
SCHV

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

American Portfolios 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
2022
Q3 		$374K Buy
19,152
+57
+0.3% +$1.23K 0.02% 764
2022
Q2 		$397K Buy
19,095
+252
+1% +$5.66K 0.02% 753
2022
Q1 		$448K Sell
18,843
-399
-2% -$9.45K 0.02% 783
2021
Q4 		$470K Buy
19,242
+429
+2% +$10.2K 0.02% 769
2021
Q3 		$423K Buy
18,813
+228
+1% +$5.27K 0.02% 777
2021
Q2 		$424K Buy
18,585
+1,245
+7% +$28.2K 0.02% 792
2021
Q1 		$377K Buy
17,340
+9,393
+118% +$196K 0.02% 770
2020
Q4 		$158K Sell
7,947
-8,580
-52% -$160K 0.01% 981
2020
Q3 		$288K Buy
16,527
+2,442
+17% +$42.7K 0.02% 672
2020
Q2 		$235K Buy
14,085
+783
+6% +$12.8K 0.02% 693
2020
Q1 		$196K Sell
13,302
-1,878
-12% -$34.4K 0.02% 654
2019
Q4 		$304K Buy
15,180
+876
+6% +$17K 0.02% 590
2019
Q3 		$270K Buy
14,304
+459
+3% +$8.59K 0.02% 594
2019
Q2 		$259K Buy
13,845
+4,146
+43% +$76.6K 0.02% 607
2019
Q1 		$177K Buy
9,699
+8,940
+1,178% +$159K 0.02% 681
2018
Q4 		$12.5K Sell
759
-8,670
-92% -$153K ﹤0.01% 1542
2018
Q3 		$176K Sell
9,429
-75
-0.8% -$1.39K 0.02% 629
2018
Q2 		$168K Sell
9,504
-750
-7% -$13.4K 0.02% 619
2018
Q1 		$181K Sell
10,254
-41,664
-80% -$763K 0.03% 556
2017
Q4 		$946K Buy
+51,918
New +$924K 0.15% 148

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

American Portfolios Advisors's SCHV Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.3% in Q3 2022, buying an estimated $1.23K and bringing the position to 19,152 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #764.

American Portfolios Advisors first reported a position in SCHV in Q4 2017 and has held it in 20 quarters since. The position peaked at $946K in Q4 2017. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • American Portfolios Advisors held 19,152 shares of Schwab US Large-Cap Value ETF worth $374K as of Q3 2022.
  • American Portfolios Advisors bought 57 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $1.23K.
  • Schwab US Large-Cap Value ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #764 holding.
  • American Portfolios Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Schwab US Large-Cap Value ETF position peaked at $946K in Q4 2017.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.