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

Boulder 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 Q4	$27K	Buy	+1,206	New	+$26.1K	0.02%	58

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Boulder Wealth Advisors's SCHV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2022: 1,206 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #58 among its holdings.

696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Boulder Wealth Advisors held 1,206 shares of Schwab US Large-Cap Value ETF worth $27K as of Q4 2022.
Schwab US Large-Cap Value ETF was a new Boulder Wealth Advisors position in Q4 2022.
Schwab US Large-Cap Value ETF made up 0.02% of Boulder Wealth Advisors's portfolio in Q4 2022, its #58 holding.
696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.