AIM
SCHV

AMI Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AMI Investment 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
Q4 		– Sell
-10,212
Closed -$274K – 70
2024
Q3 		$274K Sell
10,212
-1,575
-13% -$40.5K 0.09% 61
2024
Q2 		$291K Buy
11,787
+1,092
+10% +$27K 0.1% 59
2024
Q1 		$271K Buy
10,695
+804
+8% +$19.3K 0.1% 60
2023
Q4 		$231K Buy
+9,891
New +$216K 0.09% 61

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AMI Investment Management's SCHV Position: Q4 2024 in Review

AMI Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 10,212 shares — an estimated $274K sold.

AMI Investment Management first reported a position in SCHV in Q4 2023 and held it in 4 quarters. The position peaked at $291K in Q2 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • AMI Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • AMI Investment Management sold 10,212 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $274K.
  • AMI Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 4 quarters.
  • AMI Investment Management's Schwab US Large-Cap Value ETF position peaked at $291K in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on AMI Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.