C
SCHV

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

CEDRUS’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
Q3 		$521K Sell
19,440
-474
-2% -$12.2K 0.19% 96
2024
Q2 		$492K Buy
+19,914
New +$492K 0.25% 77

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.02B AUM 20% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CEDRUS's SCHV Position: Q3 2024 in Review

CEDRUS reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.4% in Q3 2024, selling an estimated $12.2K and leaving 19,440 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #96.

CEDRUS first reported a position in SCHV in Q2 2024 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • CEDRUS held 19,440 shares of Schwab US Large-Cap Value ETF worth $521K as of Q3 2024.
  • CEDRUS sold 474 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $12.2K.
  • Schwab US Large-Cap Value ETF made up 0.19% of CEDRUS's portfolio in Q3 2024, its #96 holding.
  • CEDRUS first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.