HI
SCHV

Human Investing’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Human Investing’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
Q1 		– Sell
-1,095
Closed -$22K – 318
2020
Q4 		$22K Buy
+1,095
New +$20.5K 0.01% 191
2019
Q1 		– Sell
-177
Closed -$3K – 405
2018
Q4 		$3K Buy
+177
New +$3.13K ﹤0.01% 331

Other funds holding SCHV

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Human Investing's SCHV Position: Q1 2021 in Review

Human Investing sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 1,095 shares — an estimated $22K sold.

Human Investing first reported a position in SCHV in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Human Investing reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Human Investing sold 1,095 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $22K.
  • Human Investing first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Human Investing's Schwab US Large-Cap Value ETF position peaked at $22K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on Human Investing's 13F filing for Q1 2021, filed 5 May 2021.