FPFS
SCHV

First Personal Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Personal Financial Services’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
-1,386
Closed -$35.1K – 372
2024
Q1 		$35.1K Buy
+1,386
New +$33.2K 0.01% 206

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

First Personal Financial Services's SCHV Position: Q2 2024 in Review

First Personal Financial Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 1,386 shares — an estimated $35.1K sold.

First Personal Financial Services first reported a position in SCHV in Q1 2024 and held it in 1 quarter. The position peaked at $35.1K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • First Personal Financial Services reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • First Personal Financial Services sold 1,386 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $35.1K.
  • First Personal Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • First Personal Financial Services's Schwab US Large-Cap Value ETF position peaked at $35.1K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on First Personal Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.