Filbrandt Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Filbrandt Wealth Management’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 Q3	$393K	Hold	17,481	–	–	0.23%	23
2021 Q2	$398K	Hold	17,481	–	–	0.23%	22
2021 Q1	$380K	Hold	17,481	–	–	0.23%	20
2020 Q4	$347K	Hold	17,481	–	–	0.22%	20
2020 Q3	$304K	Sell	17,481 -372	-2%	-$6.51K	0.24%	19
2020 Q2	$298K	Buy	17,853 +183	+1%	+$2.99K	0.24%	24
2020 Q1	$261K	Hold	17,670	–	–	0.29%	15
2019 Q4	$354K	Buy	+17,670	New	+$342K	0.31%	15

Other funds holding SCHV

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Filbrandt Wealth Management's SCHV Position: Q3 2021 in Review

Filbrandt Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2021 at 17,481 shares worth $393K. The position accounts for 0.23% of the portfolio, ranked #23.

Filbrandt Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 8 quarters since. The position peaked at $398K in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

Filbrandt Wealth Management held 17,481 shares of Schwab US Large-Cap Value ETF worth $393K as of Q3 2021.
Filbrandt Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2021.
Schwab US Large-Cap Value ETF made up 0.23% of Filbrandt Wealth Management's portfolio in Q3 2021, its #23 holding.
Filbrandt Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Schwab US Large-Cap Value ETF position peaked at $398K in Q2 2021.
565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.