GCM
SCHV

Gunderson Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gunderson Capital 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
-34,866
Closed -$767K – 54
2022
Q4 		$767K Buy
+34,866
New +$755K 1.4% 17

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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Mariner
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Betterment LLC
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gunderson Capital Management's SCHV Position: Q1 2023 in Review

Gunderson Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 34,866 shares — an estimated $767K sold.

Gunderson Capital Management first reported a position in SCHV in Q4 2022 and held it in 1 quarter. The position peaked at $767K in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Gunderson Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Gunderson Capital Management sold 34,866 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $767K.
  • Gunderson Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Gunderson Capital Management's Schwab US Large-Cap Value ETF position peaked at $767K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Gunderson Capital Management's 13F filing for Q1 2023, filed 12 Apr 2023.