Ayalon Insurance Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ayalon Insurance Company’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
2023 Q3	–	Sell	-20,916	Closed	-$468K	–	88
2023 Q2	$468K	Buy	+20,916	New	+$457K	0.2%	69
2023 Q1	–	Sell	-30,969	Closed	-$682K	–	104
2022 Q4	$682K	Buy	30,969 +4,086	+15%	+$88.5K	0.32%	70
2022 Q3	$524K	Sell	26,883 -6,783	-20%	-$146K	0.25%	75
2022 Q2	$700K	Buy	33,666 +2,484	+8%	+$55.8K	0.33%	64
2022 Q1	$742K	Buy	31,182 +2,715	+10%	+$64.3K	0.25%	86
2021 Q4	$695K	Buy	28,467 +13,782	+94%	+$326K	0.24%	77
2021 Q3	$334K	Sell	14,685 -13,086	-47%	-$303K	0.12%	91
2021 Q2	$637K	Buy	27,771 +12,297	+79%	+$279K	0.21%	84
2021 Q1	$339K	Buy	15,474 +9,984	+182%	+$208K	0.13%	85
2020 Q4	$109K	Buy	+5,490	New	+$103K	0.05%	103

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Ayalon Insurance Company's SCHV Position: Q3 2023 in Review

Ayalon Insurance Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 20,916 shares — an estimated $468K sold.

Ayalon Insurance Company first reported a position in SCHV in Q4 2020 and held it in 10 quarters. The position peaked at $742K in Q1 2022. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Ayalon Insurance Company reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Ayalon Insurance Company sold 20,916 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $468K.
Ayalon Insurance Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 10 quarters.
Ayalon Insurance Company's Schwab US Large-Cap Value ETF position peaked at $742K in Q1 2022.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Ayalon Insurance Company's 13F filing for Q3 2023, filed 25 Oct 2023.