APSP
SCHV

Asset Planning Services (Pennsylvania)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021
Q4 		$342K Hold
14,001
– – 0.16% 62
2021
Q3 		$315K Hold
14,001
– – 0.15% 64
2021
Q2 		$319K Hold
14,001
– – 0.15% 64
2021
Q1 		$305K Hold
14,001
– – 0.14% 67
2020
Q4 		$278K Hold
14,001
– – 0.13% 66
2020
Q3 		$244K Hold
14,001
– – 0.11% 71
2020
Q2 		$234K Hold
14,001
– – 0.1% 73
2020
Q1 		$207K Hold
14,001
– – 0.1% 73
2019
Q4 		$282K Hold
14,001
– – 0.12% 70
2019
Q3 		$265K Hold
14,001
– – 0.11% 69
2019
Q2 		$262K Hold
14,001
– – 0.12% 70
2019
Q1 		$255K Hold
14,001
– – 0.12% 67
2018
Q4 		$230K Hold
14,001
– – 0.12% 65
2018
Q3 		$257K Buy
14,001
+99
+0.7% +$1.83K 0.12% 60
2018
Q2 		$246K Buy
13,902
+93
+0.7% +$1.66K 0.12% 62
2018
Q1 		$243K Buy
13,809
+84
+0.6% +$1.54K 0.12% 62
2017
Q4 		$250K Buy
13,725
+93
+0.7% +$1.66K 0.13% 62
2017
Q3 		$235K Buy
13,632
+84
+0.6% +$1.42K 0.13% 63
2017
Q2 		$227K Buy
13,548
+84
+0.6% +$1.4K 0.15% 63
2017
Q1 		$223K Buy
13,464
+81
+0.6% +$1.33K 0.15% 61
2016
Q4 		$215K Buy
13,383
+117
+0.9% +$1.81K 0.17% 58
2016
Q3 		$201K Buy
13,266
+2,550
+24% +$38.9K 0.17% 61
2016
Q2 		$160K Buy
10,716
+69
+0.6% +$1.01K 0.14% 71
2016
Q1 		$153K Buy
10,647
+78
+0.7% +$1.07K 0.14% 74
2015
Q4 		$150K Buy
10,569
+75
+0.7% +$1.06K 0.14% 58
2015
Q3 		$139K Buy
10,494
+72
+0.7% +$1.01K 0.14% 61
2015
Q2 		$149K Buy
+10,422
New +$153K 0.14% 61

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 $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCHV Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2021 at 14,001 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #62.

Asset Planning Services (Pennsylvania) first reported a position in SCHV in Q2 2015 and has held it in 27 quarters since. 645 funds tracked by Wall St. Rank hold SCHV as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 14,001 shares of Schwab US Large-Cap Value ETF worth $342K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2021.
  • Schwab US Large-Cap Value ETF made up 0.16% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #62 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and has held it in 27 quarters since.
  • 645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.