CWP
SCHV

Concord Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-156
Closed -$3.35K – 991
2023
Q3 		$3.35K Buy
+156
New +$3.5K ﹤0.01% 785
2023
Q1 		– Sell
-207
Closed -$4.55K – 1185
2022
Q4 		$4.55K Buy
+207
New +$4.48K ﹤0.01% 785

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Wealth Enhancement Advisory Services
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's SCHV Position: Q4 2023 in Review

Concord Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2023, closing a stake of 156 shares — an estimated $3.35K sold.

Concord Wealth Partners first reported a position in SCHV in Q4 2022 and held it in 2 quarters. The position peaked at $4.55K in Q4 2022. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

  • Concord Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 156 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $3.35K.
  • Concord Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Concord Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $4.55K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.