GWM
SCHV

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

Grand 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
2023
Q1 		– Sell
-321
Closed -$7.06K – 61
2022
Q4 		$7.06K Hold
321
– – ﹤0.01% 54
2022
Q3 		$6K Buy
+321
New +$6.91K ﹤0.01% 57

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MG
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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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grand Wealth Management's SCHV Position: Q1 2023 in Review

Grand Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 321 shares — an estimated $7.06K sold.

Grand Wealth Management first reported a position in SCHV in Q3 2022 and held it in 2 quarters. The position peaked at $7.06K in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Grand Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Grand Wealth Management sold 321 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $7.06K.
  • Grand Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 2 quarters.
  • Grand Wealth Management's Schwab US Large-Cap Value ETF position peaked at $7.06K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Grand Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.