GPA
SCHV

Guidance Point Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Guidance Point Advisors’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
2021
Q4 		– Sell
-1,680
Closed -$37K – 343
2021
Q3 		$37K Buy
+1,680
New +$38.9K 0.01% 167

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidance Point Advisors's SCHV Position: Q4 2021 in Review

Guidance Point Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2021, closing a stake of 1,680 shares — an estimated $37K sold.

Guidance Point Advisors first reported a position in SCHV in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 644 funds tracked by Wall St. Rank hold SCHV as of Q4 2021.

  • Guidance Point Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 1,680 Schwab US Large-Cap Value ETF shares in Q4 2021, an estimated $37K.
  • Guidance Point Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Schwab US Large-Cap Value ETF position peaked at $37K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.