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Global Assets Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Global Assets Advisory’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
-1,758
Closed -$44.3K – 417
2024
Q1 		$44.3K Buy
+1,758
New +$42.1K 0.03% 300

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $67.3B AUM 21.9% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Global Assets Advisory's SCHV Position: Q2 2024 in Review

Global Assets Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 1,758 shares — an estimated $44.3K sold.

Global Assets Advisory first reported a position in SCHV in Q1 2024 and held it in 1 quarter. The position peaked at $44.3K in Q1 2024. 765 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Global Assets Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 1,758 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $44.3K.
  • Global Assets Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Schwab US Large-Cap Value ETF position peaked at $44.3K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.