FCBT
SCHV

First Citizens Bank & Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Citizens Bank & Trust’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
-9,813
Closed -$215K – 362
2023
Q1 		$215K Sell
9,813
-4,281
-30% -$95.1K ﹤0.01% 314
2022
Q4 		$310K Buy
+14,094
New +$305K 0.01% 266

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Osaic Holdings
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APP
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Wealth Enhancement Advisory Services
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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

First Citizens Bank & Trust's SCHV Position: Q2 2023 in Review

First Citizens Bank & Trust sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 9,813 shares — an estimated $215K sold.

First Citizens Bank & Trust first reported a position in SCHV in Q4 2022 and held it in 2 quarters. The position peaked at $310K in Q4 2022. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • First Citizens Bank & Trust reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • First Citizens Bank & Trust sold 9,813 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $215K.
  • First Citizens Bank & Trust first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • First Citizens Bank & Trust's Schwab US Large-Cap Value ETF position peaked at $310K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on First Citizens Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.