CPFP
SCHV

Clear Perspectives Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$59K Hold
2,700
– – 0.03% 66
2022
Q4 		$59.4K Hold
2,700
– – 0.03% 71
2022
Q3 		$53K Hold
2,700
– – 0.03% 81
2022
Q2 		$56K Hold
2,700
– – 0.02% 80
2022
Q1 		$64K Buy
+2,700
New +$63.9K 0.02% 87

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHV Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2023 at 2,700 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #66.

Clear Perspectives Financial Planning first reported a position in SCHV in Q1 2022 and has held it in 5 quarters since. The position peaked at $64K in Q1 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Clear Perspectives Financial Planning held 2,700 shares of Schwab US Large-Cap Value ETF worth $59K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2023.
  • Schwab US Large-Cap Value ETF made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #66 holding.
  • Clear Perspectives Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
  • Clear Perspectives Financial Planning's Schwab US Large-Cap Value ETF position peaked at $64K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.