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

Future Financial 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
2024 Q2	–	Sell	-1,500	Closed	-$38K	–	395
2024 Q1	$38K	Buy	+1,500	New	+$36K	0.03%	291
2022 Q4	–	Sell	-10,500	Closed	-$218K	–	130
2022 Q3	$218K	Hold	10,500	–	–	0.25%	103
2022 Q2	$250K	Hold	10,500	–	–	0.24%	103
2022 Q1	$250K	Hold	10,500	–	–	0.21%	103
2021 Q4	$257K	Hold	10,500	–	–	0.21%	104
2021 Q3	$239K	Hold	10,500	–	–	0.25%	101
2021 Q2	$239K	Hold	10,500	–	–	0.25%	101
2021 Q1	$228K	Hold	10,500	–	–	0.26%	95
2020 Q4	$208K	Buy	+10,500	New	+$196K	0.24%	107

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Future Financial Wealth Management's SCHV Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 1,500 shares — an estimated $38K sold.

Future Financial Wealth Management first reported a position in SCHV in Q4 2020 and held it in 9 quarters. The position peaked at $257K in Q4 2021. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

Future Financial Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 1,500 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $38K.
Future Financial Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's Schwab US Large-Cap Value ETF position peaked at $257K in Q4 2021.
761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.