Hoover Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hoover Financial 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 Q2	$8.73M	Sell	382,899 -4,062	-1%	-$92.2K	1.55%	15
2021 Q1	$8.84M	Sell	386,961 -8,835	-2%	-$184K	1.66%	14
2020 Q4	$8.13M	Sell	395,796 -12,699	-3%	-$237K	2.03%	10
2020 Q3	$7.11M	Sell	408,495 -89,163	-18%	-$1.56M	2.34%	9
2020 Q2	$8.31M	Buy	497,658 +470,232	+1,715%	+$7.68M	3.18%	8
2020 Q1	$405K	Buy	27,426 +6,339	+30%	+$116K	0.22%	43
2019 Q4	$423K	Buy	21,087 +5,322	+34%	+$103K	0.21%	55
2019 Q3	$298K	Buy	15,765 +540	+4%	+$10.1K	0.27%	44
2019 Q2	$285K	Buy	15,225 +165	+1%	+$3.05K	0.26%	47
2019 Q1	$275K	Buy	15,060 +597	+4%	+$10.6K	0.26%	48
2018 Q4	$238K	Buy	+14,463	New	+$256K	0.26%	52

Other funds holding SCHV

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Hoover Financial Advisors's SCHV Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q2 2021, selling an estimated $92.2K and leaving 382,899 shares worth $8.73M. The position accounts for 1.55% of the portfolio, ranked #15.

Hoover Financial Advisors first reported a position in SCHV in Q4 2018 and has held it in 11 quarters since. The position peaked at $8.84M in Q1 2021. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

Hoover Financial Advisors held 382,899 shares of Schwab US Large-Cap Value ETF worth $8.73M as of Q2 2021.
Hoover Financial Advisors sold 4,062 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $92.2K.
Schwab US Large-Cap Value ETF made up 1.55% of Hoover Financial Advisors's portfolio in Q2 2021, its #15 holding.
Hoover Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $8.84M in Q1 2021.
562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.