EFN
SCHV

Equita Financial Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Equita Financial Network’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 		– Sell
-9,711
Closed -$246K – 83
2024
Q1 		$246K Buy
+9,711
New +$233K 0.11% 69

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SEI Investments
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MG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Equita Financial Network's SCHV Position: Q2 2024 in Review

Equita Financial Network sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 9,711 shares — an estimated $246K sold.

Equita Financial Network first reported a position in SCHV in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Equita Financial Network reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Equita Financial Network sold 9,711 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $246K.
  • Equita Financial Network first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Equita Financial Network's Schwab US Large-Cap Value ETF position peaked at $246K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Equita Financial Network's 13F filing for Q2 2024, filed 31 Jul 2024.