Carlsbad Wealth Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Carlsbad Wealth Advisory Group’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	$17.5M	Buy	+780,657	New	+$17M	11.26%	3

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

Carlsbad Wealth Advisory Group's SCHV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2023: 780,657 shares worth $17.5M. The stake represents 11.26% of the portfolio and ranks #3 among its holdings.

684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Carlsbad Wealth Advisory Group held 780,657 shares of Schwab US Large-Cap Value ETF worth $17.5M as of Q2 2023.
Schwab US Large-Cap Value ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US Large-Cap Value ETF made up 11.26% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #3 holding.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.