FFA
SCHV

Freedman Financial Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-123
Closed -$3K – 344
2022
Q1 		$3K Hold
123
– – ﹤0.01% 444
2021
Q4 		$3K Hold
123
– – ﹤0.01% 418
2021
Q3 		$3K Hold
123
– – ﹤0.01% 425
2021
Q2 		$3K Buy
+123
New +$2.79K ﹤0.01% 420

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Osaic Holdings
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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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Freedman Financial Associates's SCHV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 123 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in SCHV in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 123 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $3K.
  • Freedman Financial Associates first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 4 quarters.
  • Freedman Financial Associates's Schwab US Large-Cap Value ETF position peaked at $3K in Q1 2022.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.