First Manhattan’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Manhattan’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	-57	Closed	-$1.44K	–	1183
2024 Q1	$1.44K	Hold	57	–	–	﹤0.01%	1309
2023 Q4	$1.33K	Buy	+57	New	+$1.25K	﹤0.01%	1314
2023 Q3	–	Sell	-78	Closed	-$1.74K	–	1560
2023 Q2	$1.74K	Buy	78 +30	+63%	+$655	﹤0.01%	1305
2023 Q1	$1.05K	Hold	48	–	–	﹤0.01%	1427
2022 Q4	$1.06K	Hold	48	–	–	﹤0.01%	1578
2022 Q3	$0	Hold	48	–	–	﹤0.01%	1633
2022 Q2	$0	Hold	48	–	–	﹤0.01%	1654
2022 Q1	$1K	Buy	+48	New	+$1.14K	﹤0.01%	1552
2021 Q3	–	Sell	-1,203	Closed	-$27K	–	1668
2021 Q2	$27K	Hold	1,203	–	–	﹤0.01%	1108
2021 Q1	$26K	Buy	1,203 +1,032	+604%	+$21.5K	﹤0.01%	1086
2020 Q4	$3K	Buy	+171	New	+$3.2K	﹤0.01%	1258

Other funds holding SCHV

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

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

First Manhattan's SCHV Position: Q2 2024 in Review

First Manhattan sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 57 shares — an estimated $1.44K sold.

First Manhattan first reported a position in SCHV in Q4 2020 and held it in 11 quarters. The position peaked at $27K in Q2 2021. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

First Manhattan reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 57 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $1.44K.
First Manhattan first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 11 quarters.
First Manhattan's Schwab US Large-Cap Value ETF position peaked at $27K in Q2 2021.
761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.