B&D White Capital Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

B&D White Capital 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
2022 Q2	–	Sell	-218,829	Closed	-$5.21M	–	68
2022 Q1	$5.21M	Sell	218,829 -6,519	-3%	-$154K	1.66%	9
2021 Q4	$5.5M	Sell	225,348 -486	-0.2%	-$11.5K	1.81%	10
2021 Q3	$5.08M	Sell	225,834 -642	-0.3%	-$14.9K	1.96%	19
2021 Q2	$5.16M	Buy	226,476 +486	+0.2%	+$11K	2.3%	10
2021 Q1	$4.67M	Buy	225,990 +22,833	+11%	+$476K	2.48%	10
2020 Q4	$4.03M	Buy	+203,157	New	+$3.8M	2.29%	10

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

APP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

B&D White Capital Company's SCHV Position: Q2 2022 in Review

B&D White Capital Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 218,829 shares — an estimated $5.21M sold.

B&D White Capital Company first reported a position in SCHV in Q4 2020 and held it in 6 quarters. The position peaked at $5.5M in Q4 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

B&D White Capital Company reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
B&D White Capital Company sold 218,829 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $5.21M.
B&D White Capital Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 6 quarters.
B&D White Capital Company's Schwab US Large-Cap Value ETF position peaked at $5.5M in Q4 2021.
647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on B&D White Capital Company's 13F filing for Q2 2022, filed 14 Jul 2022.