HGERS
SCHV

Householder Group Estate & Retirement Specialist’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-9,480
Closed -$253K – 1086
2024
Q3 		$253K Sell
9,480
-2,196
-19% -$56.4K 0.07% 214
2024
Q2 		$288K Sell
11,676
-5,586
-32% -$138K 0.08% 189
2024
Q1 		$437K Sell
17,262
-1,956
-10% -$46.9K 0.13% 147
2023
Q4 		$449K Sell
19,218
-1,656
-8% -$36.2K 0.15% 130
2023
Q3 		$449K Buy
+20,874
New +$469K 0.16% 117
2023
Q1 		$472K Buy
+21,609
New +$480K 0.18% 112
2022
Q4 		– Sell
-25,797
Closed -$503K – 972
2022
Q3 		$503K Sell
25,797
-1,554
-6% -$33.5K 0.21% 107
2022
Q2 		$569K Sell
27,351
-588
-2% -$13.2K 0.25% 96
2022
Q1 		$665K Buy
27,939
+201
+0.7% +$4.76K 0.27% 99
2021
Q4 		$677K Buy
+27,738
New +$657K 0.25% 103

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

Householder Group Estate & Retirement Specialist's SCHV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 9,480 shares — an estimated $253K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHV in Q4 2021 and held it in 10 quarters. The position peaked at $677K in Q4 2021. 824 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9,480 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $253K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US Large-Cap Value ETF position peaked at $677K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.