FWA
SCHV

Freedom Wealth Alliance’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-6,150
Closed -$135K – 379
2022
Q4 		$135K Buy
+6,150
New +$133K 0.19% 76

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Freedom Wealth Alliance's SCHV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 6,150 shares — an estimated $135K sold.

Freedom Wealth Alliance first reported a position in SCHV in Q4 2022 and held it in 1 quarter. The position peaked at $135K in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 6,150 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $135K.
  • Freedom Wealth Alliance first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Schwab US Large-Cap Value ETF position peaked at $135K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.