EI
SCHV

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

Ellevest Inc’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
2022
Q4 		– Sell
-147
Closed -$3K – 1946
2022
Q3 		$3K Buy
+147
New +$3.17K ﹤0.01% 1296
2020
Q2 		– Sell
-1,194
Closed -$18K – 1302
2020
Q1 		$18K Buy
+1,194
New +$21.9K 0.01% 453

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APP
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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Betterment LLC
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SC
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Ellevest Inc's SCHV Position: Q4 2022 in Review

Ellevest Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 147 shares — an estimated $3K sold.

Ellevest Inc first reported a position in SCHV in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2020. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Ellevest Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 147 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $3K.
  • Ellevest Inc first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Ellevest Inc's Schwab US Large-Cap Value ETF position peaked at $18K in Q1 2020.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.