AWA
SCHV

Aquire Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aquire Wealth 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
Q1 		– Sell
-9,210
Closed -$225K – 203
2021
Q4 		$225K Buy
+9,210
New +$218K 0.12% 36

Other funds holding SCHV

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aquire Wealth Advisors's SCHV Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 9,210 shares — an estimated $225K sold.

Aquire Wealth Advisors first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 643 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 9,210 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $225K.
  • Aquire Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $225K in Q4 2021.
  • 643 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.