CFS
SCHV

CRA Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CRA Financial Services’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 		– Sell
-9,474
Closed -$234K – 272
2024
Q2 		$234K Sell
9,474
-1,488
-14% -$36.8K 0.05% 222
2024
Q1 		$278K Sell
10,962
-96
-0.9% -$2.3K 0.06% 194
2023
Q4 		$258K Buy
11,058
+9
+0.1% +$197 0.06% 183
2023
Q3 		$237K Buy
11,049
+6
+0.1% +$135 0.07% 184
2023
Q2 		$247K Buy
11,043
+9
+0.1% +$197 0.07% 177
2023
Q1 		$241K Sell
11,034
-294
-3% -$6.53K 0.07% 174
2022
Q4 		$249K Sell
11,328
-1,386
-11% -$30K 0.08% 165
2022
Q3 		$248K Sell
12,714
-1,011
-7% -$21.8K 0.09% 158
2022
Q2 		$286K Buy
13,725
+1,173
+9% +$26.3K 0.1% 153
2022
Q1 		$299K Buy
12,552
+201
+2% +$4.76K 0.09% 151
2021
Q4 		$301K Buy
12,351
+708
+6% +$16.8K 0.09% 153
2021
Q3 		$262K Buy
11,643
+654
+6% +$15.1K 0.09% 162
2021
Q2 		$250K Buy
10,989
+183
+2% +$4.15K 0.09% 159
2021
Q1 		$235K Buy
10,806
+603
+6% +$12.6K 0.09% 153
2020
Q4 		$202K Buy
+10,203
New +$191K 0.08% 152

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 $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

CRA Financial Services's SCHV Position: Q3 2024 in Review

CRA Financial Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 9,474 shares — an estimated $234K sold.

CRA Financial Services first reported a position in SCHV in Q4 2020 and held it in 15 quarters. The position peaked at $301K in Q4 2021. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • CRA Financial Services reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • CRA Financial Services sold 9,474 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $234K.
  • CRA Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 15 quarters.
  • CRA Financial Services's Schwab US Large-Cap Value ETF position peaked at $301K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on CRA Financial Services's 13F filing for Q3 2024, filed 10 Oct 2024.