D
SCHV

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

Diversified’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 		$1.09M Buy
40,791
+8,226
+25% +$211K 0.12% 70
2024
Q2 		$804K Buy
+32,565
New +$805K 0.09% 83
2024
Q1 		– Sell
-9,504
Closed -$222K – 182
2023
Q4 		$222K Buy
+9,504
New +$208K 0.05% 139

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.02B AUM 20% 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

Diversified's SCHV Position: Q3 2024 in Review

Diversified increased its Schwab US Large-Cap Value ETF (SCHV) stake by 25% in Q3 2024, buying an estimated $211K and bringing the position to 40,791 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #70.

Diversified first reported a position in SCHV in Q4 2023 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Diversified held 40,791 shares of Schwab US Large-Cap Value ETF worth $1.09M as of Q3 2024.
  • Diversified bought 8,226 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $211K.
  • Schwab US Large-Cap Value ETF made up 0.12% of Diversified's portfolio in Q3 2024, its #70 holding.
  • Diversified first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.