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

Intercontinental Wealth 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
2023 Q2	$314K	Buy	14,061 +6	+0%	+$131	0.08%	254
2023 Q1	$307K	Buy	14,055 +3	+0%	+$67	0.08%	259
2022 Q4	$309K	Buy	14,052 +6	+0%	+$130	0.09%	232
2022 Q3	$274K	Buy	14,046 +6	+0%	+$129	0.09%	235
2022 Q2	$292K	Hold	14,040	–	–	0.08%	231
2022 Q1	$334K	Buy	14,040 +2,505	+22%	+$59.3K	0.08%	228
2021 Q4	$282K	Buy	11,535 +435	+4%	+$10.3K	0.06%	252
2021 Q3	$250K	Hold	11,100	–	–	0.06%	255
2021 Q2	$253K	Buy	+11,100	New	+$252K	0.05%	257

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHV Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.04% in Q2 2023, buying an estimated $131 and bringing the position to 14,061 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #254.

Intercontinental Wealth Advisors first reported a position in SCHV in Q2 2021 and has held it in 9 quarters since. The position peaked at $334K in Q1 2022. 687 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Intercontinental Wealth Advisors held 14,061 shares of Schwab US Large-Cap Value ETF worth $314K as of Q2 2023.
Intercontinental Wealth Advisors bought 6 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $131.
Schwab US Large-Cap Value ETF made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #254 holding.
Intercontinental Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $334K in Q1 2022.
687 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.