CAM
SCHV

Creekmur Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Creekmur Asset Management’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
Q2 		– Sell
-189
Closed -$4.79K – 1149
2024
Q1 		$4.79K Hold
189
– – ﹤0.01% 564
2023
Q4 		$4.39K Buy
+189
New +$4.13K ﹤0.01% 606

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Envestnet Asset Management
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APP
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Wealth Enhancement Advisory Services
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
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GAM
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Creekmur Asset Management's SCHV Position: Q2 2024 in Review

Creekmur Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 189 shares — an estimated $4.79K sold.

Creekmur Asset Management first reported a position in SCHV in Q4 2023 and held it in 2 quarters. The position peaked at $4.79K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Creekmur Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 189 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $4.79K.
  • Creekmur Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's Schwab US Large-Cap Value ETF position peaked at $4.79K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.