BWA
SCHV

Bordeaux Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bordeaux Wealth 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
2022
Q3 		– Sell
-10,170
Closed -$212K – 90
2022
Q2 		$212K Buy
+10,170
New +$228K 0.15% 76

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MG
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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

Bordeaux Wealth Advisors's SCHV Position: Q3 2022 in Review

Bordeaux Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 10,170 shares — an estimated $212K sold.

Bordeaux Wealth Advisors first reported a position in SCHV in Q2 2022 and held it in 1 quarter. The position peaked at $212K in Q2 2022. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Bordeaux Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 10,170 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $212K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $212K in Q2 2022.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.