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

Forbes Financial 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
2023 Q3	–	Sell	-282,060	Closed	-$6.31M	–	32
2023 Q2	$6.31M	Sell	282,060 -6,744	-2%	-$147K	6.09%	6
2023 Q1	$6.31M	Buy	288,804 +40,845	+16%	+$908K	6.21%	6
2022 Q4	$4.84M	Hold	247,959	–	–	7.04%	7
2022 Q3	$4.84M	Buy	247,959 +10,632	+4%	+$229K	7.04%	7
2022 Q2	$4.92M	Buy	237,327 +3,438	+1%	+$77.2K	7.06%	6
2022 Q1	$5.54M	Buy	233,889 +17,829	+8%	+$422K	6.9%	7
2021 Q4	$5.28M	Buy	+216,060	New	+$5.12M	5.2%	8

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Forbes Financial Planning's SCHV Position: Q3 2023 in Review

Forbes Financial Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 282,060 shares — an estimated $6.31M sold.

Forbes Financial Planning first reported a position in SCHV in Q4 2021 and held it in 7 quarters. The position peaked at $6.31M in Q1 2023. 645 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Forbes Financial Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Forbes Financial Planning sold 282,060 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $6.31M.
Forbes Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 7 quarters.
Forbes Financial Planning's Schwab US Large-Cap Value ETF position peaked at $6.31M in Q1 2023.
645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Forbes Financial Planning's 13F filing for Q3 2023, filed 8 Nov 2023.