HS
SCHV

Horan Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Horan Securities’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
2023
Q1 		– Sell
-111
Closed -$2.45K – 815
2022
Q4 		$2.45K Hold
111
– – ﹤0.01% 539
2022
Q3 		$2K Hold
111
– – ﹤0.01% 502
2022
Q2 		$2K Buy
111
+3
+3% +$67 ﹤0.01% 570
2022
Q1 		$3K Hold
108
– – ﹤0.01% 429
2021
Q4 		$3K Buy
+108
New +$2.56K ﹤0.01% 434
2018
Q2 		– Sell
-210
Closed -$4K – 227
2018
Q1 		$4K Buy
+210
New +$3.85K ﹤0.01% 171

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horan Securities's SCHV Position: Q1 2023 in Review

Horan Securities sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 111 shares — an estimated $2.45K sold.

Horan Securities first reported a position in SCHV in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2018. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Horan Securities reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Horan Securities sold 111 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $2.45K.
  • Horan Securities first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 6 quarters.
  • Horan Securities's Schwab US Large-Cap Value ETF position peaked at $4K in Q1 2018.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.