EMFO LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EMFO LLC’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 Q2	$13.7K	Hold	552	–	–	0.01%	212
2024 Q1	$14K	Buy	552 +3	+0.5%	+$72	0.01%	216
2023 Q4	$12.9K	Buy	549 +3	+0.5%	+$66	0.01%	217
2023 Q3	$11.7K	Buy	546 +3	+0.6%	+$67	0.01%	233
2023 Q2	$12.1K	Buy	543 +3	+0.6%	+$66	0.01%	239
2023 Q1	$11.8K	Buy	540 +3	+0.6%	+$67	0.01%	245
2022 Q4	$11.8K	Buy	537 +3	+0.6%	+$65	0.01%	230
2022 Q3	$10K	Buy	534 +6	+1%	+$129	0.01%	265
2022 Q2	$11K	Buy	528 +3	+0.6%	+$67	0.01%	266
2022 Q1	$13K	Hold	525	–	–	0.01%	271
2021 Q4	$13K	Buy	525 +3	+0.6%	+$71	0.01%	280
2021 Q3	$12K	Buy	522 +3	+0.6%	+$69	0.01%	298
2021 Q2	$12K	Buy	+519	New	+$11.8K	0.01%	285

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

EMFO LLC's SCHV Position: Q2 2024 in Review

EMFO LLC held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2024 at 552 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #212.

EMFO LLC first reported a position in SCHV in Q2 2021 and has held it in 13 quarters since. The position peaked at $14K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

EMFO LLC held 552 shares of Schwab US Large-Cap Value ETF worth $13.7K as of Q2 2024.
EMFO LLC left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2024.
Schwab US Large-Cap Value ETF made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #212 holding.
EMFO LLC first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Schwab US Large-Cap Value ETF position peaked at $14K in Q1 2024.
761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.