Clearview Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-12	Closed	-$268	–	525
2023 Q2	$268	Hold	12	–	–	﹤0.01%	652
2023 Q1	$262	Hold	12	–	–	﹤0.01%	639
2022 Q4	$264	Hold	12	–	–	﹤0.01%	584
2022 Q3	$0	Hold	12	–	–	﹤0.01%	629
2022 Q2	$0	Hold	12	–	–	﹤0.01%	638
2022 Q1	$0	Hold	12	–	–	﹤0.01%	686
2021 Q4	$1K	Sell	12 -2,688	-100%	-$63.7K	﹤0.01%	662
2021 Q3	$61K	Buy	2,700 +1,230	+84%	+$28.5K	0.04%	219
2021 Q2	$34K	Buy	1,470 +300	+26%	+$6.81K	0.02%	283
2021 Q1	$25K	Buy	+1,170	New	+$24.4K	0.02%	311

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Clearview Wealth Advisors's SCHV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 12 shares — an estimated $268 sold.

Clearview Wealth Advisors first reported a position in SCHV in Q1 2021 and held it in 10 quarters. The position peaked at $61K in Q3 2021. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Clearview Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 12 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $268.
Clearview Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $61K in Q3 2021.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.