Global Wealth Management Investment Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-75	Closed	-$1.75K	–	378
2023 Q4	$1.75K	Hold	75	–	–	﹤0.01%	406
2023 Q3	$1.61K	Hold	75	–	–	﹤0.01%	398
2023 Q2	$1.68K	Buy	+75	New	+$1.64K	﹤0.01%	402
2022 Q3	–	Sell	-75	Closed	-$2K	–	408
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	427
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	431
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	413
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	428
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	402
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	422
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	443
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	432
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	576
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	566
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	528
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	601
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	656
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	643
2018 Q4	$1K	Buy	+75	New	+$1.33K	﹤0.01%	667

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 $11.5B AUM 18.82% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCHV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 75 shares — an estimated $1.75K sold.

Global Wealth Management Investment Advisory first reported a position in SCHV in Q4 2018 and held it in 18 quarters. The position peaked at $2K in Q2 2022. 754 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $1.75K.
Global Wealth Management Investment Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Schwab US Large-Cap Value ETF position peaked at $2K in Q2 2022.
754 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.