ETIA
SCHV

Epic Trust Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Epic Trust Investment 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
2023
Q3 		– Sell
-15,273
Closed -$342K – 104
2023
Q2 		$342K Sell
15,273
-32,898
-68% -$718K 0.48% 54
2023
Q1 		$1.05M Buy
+48,171
New +$1.07M 1.28% 18

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Epic Trust Investment Advisors's SCHV Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 15,273 shares — an estimated $342K sold.

Epic Trust Investment Advisors first reported a position in SCHV in Q1 2023 and held it in 2 quarters. The position peaked at $1.05M in Q1 2023. 645 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 15,273 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $342K.
  • Epic Trust Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $1.05M in Q1 2023.
  • 645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.