BHWM
SCHV

Beaird Harris Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beaird Harris Wealth 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
2022
Q1 		– Sell
-12
Closed – – 704
2021
Q4 		$0 Buy
+12
New +$284 ﹤0.01% 665

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Wealth Enhancement Advisory Services
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Mariner
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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Ameriprise
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Beaird Harris Wealth Management's SCHV Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 12 shares.

Beaird Harris Wealth Management first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 12 Schwab US Large-Cap Value ETF shares in Q1 2022.
  • Beaird Harris Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Schwab US Large-Cap Value ETF position peaked at $0 in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.