IA
SCHV

Inspire Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Inspire Advisors’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
-4,704
Closed -$93K – 602
2020
Q4 		$93K Buy
+4,704
New +$87.9K 0.03% 137

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MG
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Osaic Holdings
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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

Inspire Advisors's SCHV Position: Q1 2021 in Review

Inspire Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 4,704 shares — an estimated $93K sold.

Inspire Advisors first reported a position in SCHV in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Inspire Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 4,704 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $93K.
  • Inspire Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Schwab US Large-Cap Value ETF position peaked at $93K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.