FP
SCHV

Fiduciary Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-15
Closed – – 227
2021
Q1 		$0 Hold
15
– – ﹤0.01% 276
2020
Q4 		$0 Hold
15
– – ﹤0.01% 258
2020
Q3 		$0 Buy
+15
New +$262 ﹤0.01% 207

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fiduciary Planning's SCHV Position: Q2 2021 in Review

Fiduciary Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 15 shares.

Fiduciary Planning first reported a position in SCHV in Q3 2020 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 563 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Fiduciary Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 15 Schwab US Large-Cap Value ETF shares in Q2 2021.
  • Fiduciary Planning first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Schwab US Large-Cap Value ETF position peaked at $0 in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.