Donor Advised Charitable Giving’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Donor Advised Charitable Giving’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 Q2	–	Sell	-35,316	Closed	-$772K	–	39
2023 Q1	$772K	Buy	35,316 +15,912	+82%	+$354K	0.07%	19
2022 Q4	$427K	Buy	+19,404	New	+$420K	0.07%	30
2021 Q2	–	Sell	-9,480	Closed	-$206K	–	114
2021 Q1	$206K	Buy	+9,480	New	+$197K	0.02%	115
2020 Q3	–	Sell	-15,750	Closed	-$263K	–	72
2020 Q2	$263K	Hold	15,750	–	–	0.1%	45
2020 Q1	$232K	Buy	+15,750	New	+$289K	0.12%	44

Other funds holding SCHV

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Donor Advised Charitable Giving's SCHV Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 35,316 shares — an estimated $772K sold.

Donor Advised Charitable Giving first reported a position in SCHV in Q1 2020 and held it in 5 quarters. The position peaked at $772K in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Donor Advised Charitable Giving reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 35,316 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $772K.
Donor Advised Charitable Giving first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 5 quarters.
Donor Advised Charitable Giving's Schwab US Large-Cap Value ETF position peaked at $772K in Q1 2023.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.