BGAI
SCHV

Bruce G. Allen Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bruce G. Allen Investments’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
2024
Q4 		– Sell
-5,337
Closed -$143K – 1140
2024
Q3 		$143K Buy
5,337
+60
+1% +$1.54K 0.11% 116
2024
Q2 		$130K Hold
5,277
– – 0.11% 120
2024
Q1 		$134K Buy
5,277
+27
+0.5% +$647 0.11% 118
2023
Q4 		$123K Buy
+5,250
New +$115K 0.11% 121

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Bruce G. Allen Investments's SCHV Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 5,337 shares — an estimated $143K sold.

Bruce G. Allen Investments first reported a position in SCHV in Q4 2023 and held it in 4 quarters. The position peaked at $143K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 5,337 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $143K.
  • Bruce G. Allen Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 4 quarters.
  • Bruce G. Allen Investments's Schwab US Large-Cap Value ETF position peaked at $143K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.