FA
SCHV

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

Faithward 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
Q2 		– Sell
-633
Closed -$13.6K – 311
2023
Q1 		$13.6K Sell
633
-825
-57% -$18.3K ﹤0.01% 266
2022
Q4 		$32.1K Hold
1,458
– – 0.01% 190
2022
Q3 		$28K Hold
1,458
– – 0.01% 177
2022
Q2 		$30K Sell
1,458
-75
-5% -$1.68K 0.01% 195
2022
Q1 		$36K Hold
1,533
– – 0.01% 208
2021
Q4 		$37K Sell
1,533
-1,434
-48% -$34K 0.01% 205
2021
Q3 		$67K Buy
2,967
+6
+0.2% +$139 0.01% 200
2021
Q2 		$67K Buy
2,961
+684
+30% +$15.5K 0.01% 193
2021
Q1 		$50K Buy
+2,277
New +$47.4K 0.01% 189
2020
Q4 		– Sell
-2,262
Closed -$39K – 205
2020
Q3 		$39K Buy
2,262
+771
+52% +$13.5K 0.01% 161
2020
Q2 		$25K Buy
1,491
+591
+66% +$9.65K 0.01% 170
2020
Q1 		$13K Hold
900
– – ﹤0.01% 211
2019
Q4 		$18K Buy
+900
New +$17.4K ﹤0.01% 214

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 $10B AUM 15.14% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Faithward Advisors's SCHV Position: Q2 2023 in Review

Faithward Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 633 shares — an estimated $13.6K sold.

Faithward Advisors first reported a position in SCHV in Q4 2019 and held it in 13 quarters. The position peaked at $67K in Q3 2021. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Faithward Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Faithward Advisors sold 633 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $13.6K.
  • Faithward Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 13 quarters.
  • Faithward Advisors's Schwab US Large-Cap Value ETF position peaked at $67K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.