CA
SCHV

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

Cornerstone Advisory’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
2022
Q1 		– Sell
-1,800
Closed -$44K – 670
2021
Q4 		$44K Buy
+1,800
New +$42.6K 0.01% 434

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisory's SCHV Position: Q1 2022 in Review

Cornerstone Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 1,800 shares — an estimated $44K sold.

Cornerstone Advisory first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Cornerstone Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,800 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $44K.
  • Cornerstone Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Schwab US Large-Cap Value ETF position peaked at $44K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.