IFAM
SCHV

Institutional & Family Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Institutional & Family Asset Management’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
2023
Q2 		– Sell
-201
Closed -$4.39K – 786
2023
Q1 		$4.39K Buy
+201
New +$4.47K ﹤0.01% 492

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

Institutional & Family Asset Management's SCHV Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 201 shares — an estimated $4.39K sold.

Institutional & Family Asset Management first reported a position in SCHV in Q1 2023 and held it in 1 quarter. The position peaked at $4.39K in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 201 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $4.39K.
  • Institutional & Family Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Schwab US Large-Cap Value ETF position peaked at $4.39K in Q1 2023.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.