GC
SCHV

Grimes & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Grimes & Company’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
-9,612
Closed -$212K – 316
2022
Q4 		$212K Sell
9,612
-9,210
-49% -$199K 0.01% 265
2022
Q3 		$367K Buy
+18,822
New +$405K 0.02% 204

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Osaic Holdings
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APP
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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

Grimes & Company's SCHV Position: Q1 2023 in Review

Grimes & Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 9,612 shares — an estimated $212K sold.

Grimes & Company first reported a position in SCHV in Q3 2022 and held it in 2 quarters. The position peaked at $367K in Q3 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Grimes & Company reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Grimes & Company sold 9,612 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $212K.
  • Grimes & Company first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 2 quarters.
  • Grimes & Company's Schwab US Large-Cap Value ETF position peaked at $367K in Q3 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Grimes & Company's 13F filing for Q1 2023, filed 20 Apr 2023.