Curi Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Curi Wealth 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 Q1	–	Sell	-10,314	Closed	-$241K	–	123
2023 Q4	$241K	Buy	+10,314	New	+$226K	0.03%	135
2023 Q3	–	Sell	-9,243	Closed	-$207K	–	177
2023 Q2	$207K	Sell	9,243 -216	-2%	-$4.72K	0.03%	165
2023 Q1	$207K	Sell	9,459 -711	-7%	-$15.8K	0.03%	160
2022 Q4	$224K	Buy	+10,170	New	+$220K	0.03%	172
2022 Q3	–	Sell	-3,789	Closed	-$79K	–	602
2022 Q2	$79K	Buy	3,789 +3	+0.1%	+$67	0.02%	193
2022 Q1	$90K	Hold	3,786	–	–	0.02%	167
2021 Q4	$92K	Buy	+3,786	New	+$89.7K	0.02%	147
2021 Q1	–	Sell	-3,783	Closed	-$75K	–	415
2020 Q4	$75K	Buy	+3,783	New	+$70.7K	0.05%	129

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Curi Wealth Management's SCHV Position: Q1 2024 in Review

Curi Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 10,314 shares — an estimated $241K sold.

Curi Wealth Management first reported a position in SCHV in Q4 2020 and held it in 8 quarters. The position peaked at $241K in Q4 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

Curi Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 10,314 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $241K.
Curi Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Schwab US Large-Cap Value ETF position peaked at $241K in Q4 2023.
753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.