FA
SCHV

Fortis Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fortis Advisors’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
-972
Closed -$21.2K – 221
2023
Q1 		$21.2K Buy
+972
New +$21.6K 0.01% 179
2020
Q4 		– Sell
-3
Closed – – 189
2020
Q3 		$0 Sell
3
-6,492
-100% -$114K ﹤0.01% 179
2020
Q2 		$109K Sell
6,495
-294
-4% -$4.8K 0.11% 80
2020
Q1 		$100K Buy
6,789
+60
+0.9% +$1.1K 0.07% 147
2019
Q4 		$135K Sell
6,729
-11,661
-63% -$226K 0.08% 161
2019
Q3 		$348K Buy
18,390
+528
+3% +$9.88K 0.16% 59
2019
Q2 		$334K Buy
17,862
+6,939
+64% +$128K 0.16% 61
2019
Q1 		$199K Sell
10,923
-144
-1% -$2.56K 0.1% 118
2018
Q4 		$182K Sell
11,067
-609
-5% -$10.8K 0.11% 98
2018
Q3 		$218K Sell
11,676
-1,251
-10% -$23.2K 0.12% 70
2018
Q2 		$229K Buy
12,927
+4,281
+50% +$76.4K 0.13% 67
2018
Q1 		$152K Buy
8,646
+7,449
+622% +$136K 0.08% 87
2017
Q4 		$22K Buy
+1,197
New +$21.3K 0.01% 204

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Fortis Advisors's SCHV Position: Q2 2023 in Review

Fortis Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 972 shares — an estimated $21.2K sold.

Fortis Advisors first reported a position in SCHV in Q4 2017 and held it in 13 quarters. The position peaked at $348K in Q3 2019. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Fortis Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 972 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $21.2K.
  • Fortis Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 13 quarters.
  • Fortis Advisors's Schwab US Large-Cap Value ETF position peaked at $348K in Q3 2019.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.