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

Gray 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
2024 Q4	$650K	Sell	24,947 -502	-2%	-$13.6K	0.25%	62
2024 Q3	$682K	Sell	25,449 -402	-2%	-$10.3K	0.27%	60
2024 Q2	$638K	Hold	25,851	–	–	0.28%	58
2024 Q1	$655K	Buy	25,851 +519	+2%	+$12.4K	0.29%	57
2023 Q4	$592K	Sell	25,332 -4,209	-14%	-$92K	0.29%	58
2023 Q3	$635K	Sell	29,541 -444	-1%	-$9.97K	0.33%	58
2023 Q2	$671K	Sell	29,985 -1,305	-4%	-$28.5K	0.34%	58
2023 Q1	$684K	Sell	31,290 -1,335	-4%	-$29.7K	0.37%	58
2022 Q4	$718K	Sell	32,625 -1,098	-3%	-$23.8K	0.42%	50
2022 Q3	$658K	Buy	33,723 +3,801	+13%	+$81.8K	0.42%	48
2022 Q2	$623K	Buy	+29,922	New	+$672K	0.38%	54

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gray Wealth Management's SCHV Position: Q4 2024 in Review

Gray Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q4 2024, selling an estimated $13.6K and leaving 24,947 shares worth $650K. The position accounts for 0.25% of the portfolio, ranked #62.

Gray Wealth Management first reported a position in SCHV in Q2 2022 and has held it in 11 quarters since. The position peaked at $718K in Q4 2022. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

Gray Wealth Management held 24,947 shares of Schwab US Large-Cap Value ETF worth $650K as of Q4 2024.
Gray Wealth Management sold 502 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $13.6K.
Schwab US Large-Cap Value ETF made up 0.25% of Gray Wealth Management's portfolio in Q4 2024, its #62 holding.
Gray Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
Gray Wealth Management's Schwab US Large-Cap Value ETF position peaked at $718K in Q4 2022.
823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.