FDCP
SCHV

Foster Dykema Cabot & Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Foster Dykema Cabot & Partners’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
Q4 		– Sell
-993
Closed -$26.6K – 469
2024
Q3 		$26.6K Buy
+993
New +$25.5K ﹤0.01% 283

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Foster Dykema Cabot & Partners's SCHV Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 993 shares — an estimated $26.6K sold.

Foster Dykema Cabot & Partners first reported a position in SCHV in Q3 2024 and held it in 1 quarter. The position peaked at $26.6K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 993 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $26.6K.
  • Foster Dykema Cabot & Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Schwab US Large-Cap Value ETF position peaked at $26.6K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.