BC
SCHV

Burleson & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-24
Closed -$1K – 396
2021
Q1 		$1K Buy
+24
New +$500 ﹤0.01% 347

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MG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Burleson & Co's SCHV Position: Q2 2021 in Review

Burleson & Co sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 24 shares — an estimated $1K sold.

Burleson & Co first reported a position in SCHV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Burleson & Co reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 24 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's Schwab US Large-Cap Value ETF position peaked at $1K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.