HWA
SCHV

HCR Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HCR Wealth 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
Q1 		– Sell
-2,037
Closed -$40K – 256
2020
Q4 		$40K Buy
2,037
+447
+28% +$8.36K 0.01% 211
2020
Q3 		$28K Sell
1,590
-291
-15% -$5.09K 0.01% 196
2020
Q2 		$31K Sell
1,881
-120
-6% -$1.96K 0.01% 192
2020
Q1 		$30K Hold
2,001
– – 0.01% 187
2019
Q4 		$40K Buy
+2,001
New +$38.8K 0.01% 185

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HCR Wealth Advisors's SCHV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 2,037 shares — an estimated $40K sold.

HCR Wealth Advisors first reported a position in SCHV in Q4 2019 and held it in 5 quarters. The position peaked at $40K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,037 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $40K.
  • HCR Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $40K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.