EFS
SCHV

Econ Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Econ Financial Services’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
Q4 		– Sell
-29,931
Closed -$802K – 102
2024
Q3 		$802K Buy
29,931
+633
+2% +$16.3K 0.45% 52
2024
Q2 		$723K Buy
29,298
+834
+3% +$20.6K 0.45% 74
2024
Q1 		$721K Buy
+28,464
New +$682K 0.45% 67
2023
Q3 		– Sell
-23,586
Closed -$527K – 95
2023
Q2 		$527K Sell
23,586
-678
-3% -$14.8K 0.37% 68
2023
Q1 		$530K Sell
24,264
-235,707
-91% -$5.24M 0.4% 69
2022
Q4 		$5.72M Sell
259,971
-168
-0.1% -$3.64K 5.8% 3
2022
Q3 		$5.07M Buy
+260,139
New +$5.6M 4.18% 3
2019
Q2 		$4.31M Buy
230,187
+9,093
+4% +$168K 5.96% 3
2019
Q1 		$4.03M Buy
221,094
+141,861
+179% +$2.52M 6.03% 4
2018
Q4 		$1.3M Buy
+79,233
New +$1.4M 1.98% 18

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.64B AUM 14.73% 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

Econ Financial Services's SCHV Position: Q4 2024 in Review

Econ Financial Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 29,931 shares — an estimated $802K sold.

Econ Financial Services first reported a position in SCHV in Q4 2018 and held it in 10 quarters. The position peaked at $5.72M in Q4 2022. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Econ Financial Services reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Econ Financial Services sold 29,931 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $802K.
  • Econ Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 10 quarters.
  • Econ Financial Services's Schwab US Large-Cap Value ETF position peaked at $5.72M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.