FFG
SCHV

Ford Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-3,240
Closed -$79 – 428
2021
Q4 		$79 Buy
+3,240
New +$76.7K 0.02% 184
2021
Q3 		– Sell
-2,250
Closed -$51K – 456
2021
Q2 		$51K Buy
+2,250
New +$51K 0.02% 209

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SEI Investments
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ford Financial Group's SCHV Position: Q1 2022 in Review

Ford Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 3,240 shares — an estimated $79 sold.

Ford Financial Group first reported a position in SCHV in Q2 2021 and held it in 2 quarters. The position peaked at $51K in Q2 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Ford Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 3,240 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $79.
  • Ford Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Schwab US Large-Cap Value ETF position peaked at $51K in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.