HI
SCHV

Hudock Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hudock Inc’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
2022
Q4 		– Sell
-3,498
Closed -$68K – 620
2022
Q3 		$68K Buy
3,498
+21
+0.6% +$452 0.02% 257
2022
Q2 		$72K Buy
3,477
+21
+0.6% +$471 0.02% 251
2022
Q1 		$82K Buy
3,456
+18
+0.5% +$426 0.02% 251
2021
Q4 		$83K Buy
3,438
+18
+0.5% +$426 0.02% 263
2021
Q3 		$76K Sell
3,420
-732
-18% -$16.9K 0.02% 267
2021
Q2 		$94K Buy
4,152
+21
+0.5% +$476 0.03% 247
2021
Q1 		$89K Buy
4,131
+18
+0.4% +$375 0.03% 242
2020
Q4 		$81K Buy
4,113
+27
+0.7% +$505 0.03% 245
2020
Q3 		$71K Buy
4,086
+51
+1% +$892 0.03% 229
2020
Q2 		$67K Buy
4,035
+30
+0.7% +$490 0.02% 228
2020
Q1 		$59K Buy
4,005
+36
+0.9% +$660 0.02% 201
2019
Q4 		$79K Sell
3,969
-861
-18% -$16.7K 0.03% 203
2019
Q3 		$91K Buy
+4,830
New +$90.4K 0.03% 183
2019
Q1 		– Sell
-912
Closed -$14K – 705
2018
Q4 		$14K Buy
912
+12
+1% +$212 0.01% 357
2018
Q3 		$16K Buy
+900
New +$16.7K 0.01% 377

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Hudock Inc's SCHV Position: Q4 2022 in Review

Hudock Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 3,498 shares — an estimated $68K sold.

Hudock Inc first reported a position in SCHV in Q3 2018 and held it in 15 quarters. The position peaked at $94K in Q2 2021. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Hudock Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 3,498 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $68K.
  • Hudock Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 15 quarters.
  • Hudock Inc's Schwab US Large-Cap Value ETF position peaked at $94K in Q2 2021.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.