BC
SCHV

Belmont Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Belmont Capital’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
Q3 		– Sell
-1,401
Closed -$31.3K – 196
2023
Q2 		$31.3K Buy
+1,401
New +$30.6K 0.02% 82

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Osaic Holdings
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Wealth Enhancement Advisory Services
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Belmont Capital's SCHV Position: Q3 2023 in Review

Belmont Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 1,401 shares — an estimated $31.3K sold.

Belmont Capital first reported a position in SCHV in Q2 2023 and held it in 1 quarter. The position peaked at $31.3K in Q2 2023. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • Belmont Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Belmont Capital sold 1,401 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $31.3K.
  • Belmont Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Belmont Capital's Schwab US Large-Cap Value ETF position peaked at $31.3K in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Belmont Capital's 13F filing for Q3 2023, filed 13 Nov 2023.