GKWIM
SCHV

Gerber Kawasaki Wealth & Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-81
Closed -$1K – 940
2021
Q3 		$1K Buy
+81
New +$1.87K ﹤0.01% 1111

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2021, closing a stake of 81 shares — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHV in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 645 funds tracked by Wall St. Rank hold SCHV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 81 Schwab US Large-Cap Value ETF shares in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab US Large-Cap Value ETF position peaked at $1K in Q3 2021.
  • 645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.