HCC
SCHV

Hirtle Callaghan & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-15,717
Closed -$388K – 105
2024
Q2 		$388K Buy
+15,717
New +$388K 0.02% 85

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Hirtle Callaghan & Co's SCHV Position: Q3 2024 in Review

Hirtle Callaghan & Co sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 15,717 shares — an estimated $388K sold.

Hirtle Callaghan & Co first reported a position in SCHV in Q2 2024 and held it in 1 quarter. The position peaked at $388K in Q2 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Hirtle Callaghan & Co reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 15,717 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $388K.
  • Hirtle Callaghan & Co first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's Schwab US Large-Cap Value ETF position peaked at $388K in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2024, filed 13 Nov 2024.