DW
SCHV

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

Domani Wealth’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
2023
Q1 		$376K Hold
17,181
– – 0.09% 87
2022
Q4 		$378K Sell
17,181
-168
-1% -$3.64K 0.09% 87
2022
Q3 		$338K Hold
17,349
– – 0.1% 80
2022
Q2 		$361K Hold
17,349
– – 0.1% 84
2022
Q1 		$413K Buy
17,349
+12
+0.1% +$284 0.09% 89
2021
Q4 		$423K Sell
17,337
-957
-5% -$22.7K 0.08% 85
2021
Q3 		$412K Sell
18,294
-324
-2% -$7.5K 0.09% 81
2021
Q2 		$424K Buy
18,618
+15
+0.1% +$340 0.09% 83
2021
Q1 		$405K Sell
18,603
-72
-0.4% -$1.5K 0.08% 84
2020
Q4 		$371K Buy
18,675
+21
+0.1% +$393 0.08% 88
2020
Q3 		$325K Sell
18,654
-771
-4% -$13.5K 0.07% 94
2020
Q2 		$324K Sell
19,425
-53,871
-73% -$880K 0.08% 90
2020
Q1 		$1.08M Sell
73,296
-70,632
-49% -$1.29M 0.29% 42
2019
Q4 		$2.88M Buy
143,928
+7,065
+5% +$137K 0.95% 21
2019
Q3 		$2.59M Buy
136,863
+5,727
+4% +$107K 0.94% 21
2019
Q2 		$2.45M Buy
131,136
+1,968
+2% +$36.4K 0.91% 22
2019
Q1 		$2.36M Buy
+129,168
New +$2.29M 0.95% 21

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 $11.5B AUM 18.82% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Domani Wealth's SCHV Position: Q1 2023 in Review

Domani Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2023 at 17,181 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #87.

Domani Wealth first reported a position in SCHV in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.88M in Q4 2019. 691 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Domani Wealth held 17,181 shares of Schwab US Large-Cap Value ETF worth $376K as of Q1 2023.
  • Domani Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2023.
  • Schwab US Large-Cap Value ETF made up 0.09% of Domani Wealth's portfolio in Q1 2023, its #87 holding.
  • Domani Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 17 quarters since.
  • Domani Wealth's Schwab US Large-Cap Value ETF position peaked at $2.88M in Q4 2019.
  • 691 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.