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

Elm Advisors’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 Q1	–	Sell	-10,050	Closed	-$245K	–	83
2021 Q4	$245K	Hold	10,050	–	–	0.14%	83
2021 Q3	$226K	Hold	10,050	–	–	0.14%	82
2021 Q2	$229K	Hold	10,050	–	–	0.13%	80
2021 Q1	$219K	Sell	10,050 -3,150	-24%	-$65.6K	0.14%	81
2020 Q4	$262K	Sell	13,200 -7,830	-37%	-$146K	0.16%	72
2020 Q3	$366K	Buy	21,030 +1,800	+9%	+$31.5K	0.25%	60
2020 Q2	$321K	Hold	19,230	–	–	0.23%	63
2020 Q1	$284K	Hold	19,230	–	–	0.23%	63
2019 Q4	$385K	Hold	19,230	–	–	0.24%	59
2019 Q3	$364K	Hold	19,230	–	–	0.25%	62
2019 Q2	$360K	Hold	19,230	–	–	0.25%	60
2019 Q1	$351K	Buy	+19,230	New	+$341K	0.25%	62
2018 Q4	–	Sell	-11,400	Closed	-$213K	–	226
2018 Q3	$213K	Hold	11,400	–	–	0.14%	81
2018 Q2	$202K	Hold	11,400	–	–	0.16%	80
2018 Q1	$201K	Hold	11,400	–	–	0.16%	81
2017 Q4	$208K	Buy	+11,400	New	+$203K	0.16%	82

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elm Advisors's SCHV Position: Q1 2022 in Review

Elm Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 10,050 shares — an estimated $245K sold.

Elm Advisors first reported a position in SCHV in Q4 2017 and held it in 16 quarters. The position peaked at $385K in Q4 2019. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Elm Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 10,050 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $245K.
Elm Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 16 quarters.
Elm Advisors's Schwab US Large-Cap Value ETF position peaked at $385K in Q4 2019.
641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.