IPW
SCHV

Impact Partnership Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-3,699
Closed -$93.7K – 593
2024
Q1 		$93.7K Hold
3,699
– – 0.04% 265
2023
Q4 		$86.4K Sell
3,699
-1,533
-29% -$33.5K 0.03% 268
2023
Q3 		$112K Buy
5,232
+1,533
+41% +$34.4K 0.04% 302
2023
Q2 		$82.7K Buy
+3,699
New +$80.8K 0.03% 209

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Impact Partnership Wealth's SCHV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 3,699 shares — an estimated $93.7K sold.

Impact Partnership Wealth first reported a position in SCHV in Q2 2023 and held it in 4 quarters. The position peaked at $112K in Q3 2023. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,699 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $93.7K.
  • Impact Partnership Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab US Large-Cap Value ETF position peaked at $112K in Q3 2023.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.