CT
SCHV

Cambridge Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cambridge Trust’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 		– Sell
-513
Closed -$11.2K – 759
2023
Q1 		$11.2K Hold
513
– – ﹤0.01% 619
2022
Q4 		$11K Buy
+513
New +$11.1K ﹤0.01% 624

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

Cambridge Trust's SCHV Position: Q2 2023 in Review

Cambridge Trust sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 513 shares — an estimated $11.2K sold.

Cambridge Trust first reported a position in SCHV in Q4 2022 and held it in 2 quarters. The position peaked at $11.2K in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Cambridge Trust reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 513 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $11.2K.
  • Cambridge Trust first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Cambridge Trust's Schwab US Large-Cap Value ETF position peaked at $11.2K in Q1 2023.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.