Baldrige Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Baldrige Asset Management’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 Q1	$813K	Buy	37,209 +51	+0.1%	+$1.13K	0.33%	57
2022 Q4	$818K	Sell	37,158 -1,353	-4%	-$29.3K	0.36%	52
2022 Q3	$751K	Buy	38,511 +60	+0.2%	+$1.29K	0.36%	57
2022 Q2	$800K	Buy	38,451 +420	+1%	+$9.43K	0.37%	58
2022 Q1	$905K	Sell	38,031 -1,287	-3%	-$30.5K	0.37%	56
2021 Q4	$960K	Sell	39,318 -9	-0%	-$213	0.37%	54
2021 Q3	$885K	Sell	39,327 -72	-0.2%	-$1.67K	0.37%	53
2021 Q2	$898K	Sell	39,399 -168	-0.4%	-$3.81K	0.39%	50
2021 Q1	$861K	Buy	39,567 +3,381	+9%	+$70.4K	0.47%	47
2020 Q4	$718K	Buy	36,186 +3,645	+11%	+$68.1K	0.43%	47
2020 Q3	$566K	Sell	32,541 -450	-1%	-$7.87K	0.38%	50
2020 Q2	$551K	Buy	32,991 +2,058	+7%	+$33.6K	0.41%	46
2020 Q1	$456K	Sell	30,933 -6,096	-16%	-$112K	0.4%	48
2019 Q4	$742K	Sell	37,029 -96	-0.3%	-$1.86K	0.61%	39
2019 Q3	$702K	Buy	37,125 +1,092	+3%	+$20.4K	0.62%	40
2019 Q2	$674K	Buy	36,033 +591	+2%	+$10.9K	0.62%	39
2019 Q1	$647K	Buy	+35,442	New	+$629K	0.63%	38

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baldrige Asset Management's SCHV Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.14% in Q1 2023, buying an estimated $1.13K and bringing the position to 37,209 shares worth $813K. The position accounts for 0.33% of the portfolio, ranked #57.

Baldrige Asset Management first reported a position in SCHV in Q1 2019 and has held it in 17 quarters since. The position peaked at $960K in Q4 2021. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

Baldrige Asset Management held 37,209 shares of Schwab US Large-Cap Value ETF worth $813K as of Q1 2023.
Baldrige Asset Management bought 51 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $1.13K.
Schwab US Large-Cap Value ETF made up 0.33% of Baldrige Asset Management's portfolio in Q1 2023, its #57 holding.
Baldrige Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab US Large-Cap Value ETF position peaked at $960K in Q4 2021.
690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.