Hershey Financial Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hershey Financial Advisers’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 Q2	$5.7K	Buy	+231	New	+$5.71K	0.01%	109

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Hershey Financial Advisers's SCHV Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2024: 231 shares worth $5.7K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings.

761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

Hershey Financial Advisers held 231 shares of Schwab US Large-Cap Value ETF worth $5.7K as of Q2 2024.
Schwab US Large-Cap Value ETF was a new Hershey Financial Advisers position in Q2 2024.
Schwab US Large-Cap Value ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #109 holding.
761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.