BAIA
SCHV

Bel Air Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bel Air Investment 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
2021
Q2 		$255K Hold
11,178
– – 0.01% 339
2021
Q1 		$243K Buy
+11,178
New +$233K 0.01% 361

Other funds holding SCHV

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bel Air Investment Advisors's SCHV Position: Q2 2021 in Review

Bel Air Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2021 at 11,178 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #339.

Bel Air Investment Advisors first reported a position in SCHV in Q1 2021 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Bel Air Investment Advisors held 11,178 shares of Schwab US Large-Cap Value ETF worth $255K as of Q2 2021.
  • Bel Air Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2021.
  • Schwab US Large-Cap Value ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #339 holding.
  • Bel Air Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.