APC
SCHV

Aspire Private Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aspire Private Capital’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
-3,336
Closed -$89.4K – 538
2024
Q3 		$89.4K Hold
3,336
– – 0.02% 200
2024
Q2 		$82.4K Hold
3,336
– – 0.02% 204
2024
Q1 		$84.5K Buy
+3,336
New +$80K 0.02% 201

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

Aspire Private Capital's SCHV Position: Q4 2024 in Review

Aspire Private Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 3,336 shares — an estimated $89.4K sold.

Aspire Private Capital first reported a position in SCHV in Q1 2024 and held it in 3 quarters. The position peaked at $89.4K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Aspire Private Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 3,336 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $89.4K.
  • Aspire Private Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • Aspire Private Capital's Schwab US Large-Cap Value ETF position peaked at $89.4K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.