HFBOT
SCHV

Home Federal Bank of Tennessee’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Home Federal Bank of Tennessee’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
Q4 		– Sell
-7,905
Closed -$212K – 83
2024
Q3 		$212K Buy
+7,905
New +$203K 0.06% 79
2024
Q2 		– Sell
-7,905
Closed -$200K – 81
2024
Q1 		$200K Buy
+7,905
New +$190K 0.06% 78

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.02B AUM 20% 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

Home Federal Bank of Tennessee's SCHV Position: Q4 2024 in Review

Home Federal Bank of Tennessee sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 7,905 shares — an estimated $212K sold.

Home Federal Bank of Tennessee first reported a position in SCHV in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 825 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Home Federal Bank of Tennessee reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Home Federal Bank of Tennessee sold 7,905 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $212K.
  • Home Federal Bank of Tennessee first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Home Federal Bank of Tennessee's Schwab US Large-Cap Value ETF position peaked at $212K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Home Federal Bank of Tennessee's 13F filing for Q4 2024, filed 24 Jan 2025.