FWM
SCHV

Frontier Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Frontier Wealth Management’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 		$1.03M Sell
49,590
-474
-0.9% -$10.6K 0.07% 173
2022
Q1 		$1.18M Buy
50,064
+20,304
+68% +$481K 0.01% 159
2021
Q4 		$726K Sell
29,760
-1,461
-5% -$34.6K 0.05% 227
2021
Q3 		$702K Buy
31,221
+4,974
+19% +$115K 0.05% 233
2021
Q2 		$598K Buy
26,247
+213
+0.8% +$4.83K 0.04% 241
2021
Q1 		$567K Buy
26,034
+1,356
+5% +$28.2K 0.04% 225
2020
Q4 		$490K Buy
24,678
+4,089
+20% +$76.4K 0.04% 235
2020
Q3 		$358K Sell
20,589
-546
-3% -$9.55K 0.03% 260
2020
Q2 		$353K Sell
21,135
-19,287
-48% -$315K 0.03% 255
2020
Q1 		$596K Sell
40,422
-29,256
-42% -$536K 0.1% 163
2019
Q4 		$1.4M Sell
69,678
-5,109
-7% -$99K 0.22% 103
2019
Q3 		$1.41M Sell
74,787
-2,316
-3% -$43.3K 0.21% 104
2019
Q2 		$1.44M Sell
77,103
-12
-0% -$222 0.21% 97
2019
Q1 		$1.41M Sell
77,115
-975
-1% -$17.3K 0.19% 119
2018
Q4 		$1.28M Sell
78,090
-8,091
-9% -$143K 0.19% 116
2018
Q3 		$1.61M Sell
86,181
-9,984
-10% -$185K 0.15% 111
2018
Q2 		$1.7M Buy
96,165
+93
+0.1% +$1.66K 0.24% 95
2018
Q1 		$1.69M Buy
96,072
+9,936
+12% +$182K 0.24% 104
2017
Q4 		$1.57M Sell
86,136
-7,002
-8% -$125K 0.25% 93
2017
Q3 		$1.61M Buy
93,138
+2,406
+3% +$40.7K 0.23% 105
2017
Q2 		$1.52M Buy
90,732
+1,029
+1% +$17.1K 0.23% 107
2017
Q1 		$1.49M Sell
89,703
-10,779
-11% -$177K 0.23% 111
2016
Q4 		$1.61M Sell
100,482
-12,534
-11% -$194K 0.26% 105
2016
Q3 		$1.72M Sell
113,016
-23,460
-17% -$358K 0.26% 94
2016
Q2 		$2.04M Buy
136,476
+4,476
+3% +$65.5K 0.33% 84
2016
Q1 		$1.9M Sell
132,000
-8,349
-6% -$114K 0.16% 87
2015
Q4 		$1.99M Buy
140,349
+1,251
+0.9% +$17.8K 0.32% 88
2015
Q3 		$1.85M Buy
139,098
+2,712
+2% +$38K 0.29% 94
2015
Q2 		$1.96M Buy
136,386
+1,515
+1% +$22.3K 0.3% 80
2015
Q1 		$1.95M Sell
134,871
-20,724
-13% -$302K 0.31% 60
2014
Q4 		$2.29M Buy
+155,595
New +$2.24M 0.43% 42

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Frontier Wealth Management's SCHV Position: Q2 2022 in Review

Frontier Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.95% in Q2 2022, selling an estimated $10.6K and leaving 49,590 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #173.

Frontier Wealth Management first reported a position in SCHV in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.29M in Q4 2014. 649 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Frontier Wealth Management held 49,590 shares of Schwab US Large-Cap Value ETF worth $1.03M as of Q2 2022.
  • Frontier Wealth Management sold 474 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $10.6K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #173 holding.
  • Frontier Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2.29M in Q4 2014.
  • 649 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.