BDO Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BDO Wealth Advisors’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 Q2	$31K	Hold	1,386	–	–	﹤0.01%	505
2023 Q1	$30.3K	Buy	1,386 +87	+7%	+$1.93K	﹤0.01%	509
2022 Q4	$28.6K	Sell	1,299 -930	-42%	-$20.1K	﹤0.01%	508
2022 Q3	$43K	Buy	2,229 +930	+72%	+$20K	0.01%	430
2022 Q2	$27K	Hold	1,299	–	–	﹤0.01%	510
2022 Q1	$31K	Hold	1,299	–	–	﹤0.01%	520
2021 Q4	$32K	Hold	1,299	–	–	﹤0.01%	534
2021 Q3	$29K	Hold	1,299	–	–	﹤0.01%	539
2021 Q2	$30K	Sell	1,299 -720	-36%	-$16.3K	﹤0.01%	544
2021 Q1	$44K	Buy	2,019 +720	+55%	+$15K	0.01%	473
2020 Q4	$26K	Hold	1,299	–	–	﹤0.01%	427
2020 Q3	$23K	Hold	1,299	–	–	﹤0.01%	408
2020 Q2	$22K	Hold	1,299	–	–	﹤0.01%	415
2020 Q1	$19K	Buy	+1,299	New	+$23.8K	﹤0.01%	461
2019 Q1	–	Sell	-2,730	Closed	-$45K	–	661
2018 Q4	$45K	Sell	2,730 -567	-17%	-$10K	0.02%	274
2018 Q3	$62K	Hold	3,297	–	–	0.02%	264
2018 Q2	$58K	Buy	+3,297	New	+$58.8K	0.02%	272

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

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

BDO Wealth Advisors's SCHV Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2023 at 1,386 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

BDO Wealth Advisors first reported a position in SCHV in Q2 2018 and has held it in 17 quarters since. The position peaked at $62K in Q3 2018. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

BDO Wealth Advisors held 1,386 shares of Schwab US Large-Cap Value ETF worth $31K as of Q2 2023.
BDO Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2023.
Schwab US Large-Cap Value ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #505 holding.
BDO Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 17 quarters since.
BDO Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $62K in Q3 2018.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.