Bedel Financial Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bedel Financial Consulting’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	-93	Closed	-$2K	–	755
2022 Q1	$2K	Sell	93 -114	-55%	-$2.7K	﹤0.01%	897
2021 Q4	$5K	Buy	207 +114	+123%	+$2.7K	﹤0.01%	790
2021 Q3	$2K	Sell	93 -720	-89%	-$16.7K	﹤0.01%	900
2021 Q2	$19K	Buy	813 +3	+0.4%	+$68	0.01%	568
2021 Q1	$18K	Buy	810 +18	+2%	+$375	0.01%	535
2020 Q4	$16K	Buy	792 +6	+0.8%	+$112	0.01%	485
2020 Q3	$14K	Buy	786 +9	+1%	+$157	0.01%	472
2020 Q2	$13K	Buy	777 +6	+0.8%	+$98	0.01%	453
2020 Q1	$11K	Buy	771 +6	+0.8%	+$110	0.01%	463
2019 Q4	$15K	Buy	765 +9	+1%	+$174	0.01%	440
2019 Q3	$14K	Buy	756 +9	+1%	+$168	0.01%	434
2019 Q2	$14K	Hold	747	–	–	0.01%	441
2019 Q1	$14K	Buy	+747	New	+$13.3K	0.01%	439

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

Bedel Financial Consulting's SCHV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 93 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in SCHV in Q1 2019 and held it in 13 quarters. The position peaked at $19K in Q2 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

Bedel Financial Consulting reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 93 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 13 quarters.
Bedel Financial Consulting's Schwab US Large-Cap Value ETF position peaked at $19K in Q2 2021.
647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.