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

Elmwood Wealth Management’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	-45	Closed	-$1K	–	284
2021 Q4	$1K	Buy	+45	New	+$1.07K	﹤0.01%	358
2021 Q2	$2K	Hold	66	–	–	﹤0.01%	310
2021 Q1	$1K	Buy	+66	New	+$1.38K	﹤0.01%	312
2020 Q3	$1K	Hold	66	–	–	﹤0.01%	252
2020 Q2	$1K	Buy	+66	New	+$1.08K	﹤0.01%	252
2019 Q4	–	Sell	-66	Closed	-$1K	–	218
2019 Q3	$1K	Hold	66	–	–	﹤0.01%	258
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	273
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	275
2018 Q4	$1K	Hold	66	–	–	﹤0.01%	286
2018 Q3	$1.26K	Sell	66 -429	-87%	-$7.95K	﹤0.01%	270
2018 Q2	$8.77K	Buy	+495	New	+$8.83K	0.01%	205

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

Elmwood Wealth Management's SCHV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 45 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in SCHV in Q2 2018 and held it in 11 quarters. The position peaked at $8.77K in Q2 2018. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 45 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $1K.
Elmwood Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and held it in 11 quarters.
Elmwood Wealth Management's Schwab US Large-Cap Value ETF position peaked at $8.77K in Q2 2018.
641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.