GLLW
SCHV

Graves Light Lenhart Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-1,116
Closed -$23K – 516
2022
Q2 		$23K Hold
1,116
– – ﹤0.01% 404
2022
Q1 		$27K Hold
1,116
– – ﹤0.01% 437
2021
Q4 		$27K Hold
1,116
– – ﹤0.01% 496
2021
Q3 		$25K Hold
1,116
– – ﹤0.01% 466
2021
Q2 		$25K Hold
1,116
– – ﹤0.01% 469
2021
Q1 		$24K Hold
1,116
– – ﹤0.01% 479
2020
Q4 		$22K Buy
+1,116
New +$20.9K ﹤0.01% 476

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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

Graves Light Lenhart Wealth's SCHV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 1,116 shares — an estimated $23K sold.

Graves Light Lenhart Wealth first reported a position in SCHV in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,116 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $23K.
  • Graves Light Lenhart Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Schwab US Large-Cap Value ETF position peaked at $27K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.