BFA
SCHV

BMS Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BMS Financial 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 		$226K Sell
10,107
-10,752
-52% -$235K 0.15% 106
2023
Q1 		$456K Buy
+20,859
New +$464K 0.32% 74
2022
Q4 		– Sell
-49,065
Closed -$957K – 113
2022
Q3 		$957K Buy
+49,065
New +$1.06M 0.67% 21

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BMS Financial Advisors's SCHV Position: Q2 2023 in Review

BMS Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 52% in Q2 2023, selling an estimated $235K and leaving 10,107 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #106.

BMS Financial Advisors first reported a position in SCHV in Q3 2022 and has held it in 3 quarters since. The position peaked at $957K in Q3 2022. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • BMS Financial Advisors held 10,107 shares of Schwab US Large-Cap Value ETF worth $226K as of Q2 2023.
  • BMS Financial Advisors sold 10,752 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $235K.
  • Schwab US Large-Cap Value ETF made up 0.15% of BMS Financial Advisors's portfolio in Q2 2023, its #106 holding.
  • BMS Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $957K in Q3 2022.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.