Intrust Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Intrust Bank’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
2022 Q1	–	Sell	-8,385	Closed	-$205K	–	400
2021 Q4	$205K	Buy	+8,385	New	+$199K	0.02%	386
2021 Q3	–	Sell	-9,906	Closed	-$226K	–	390
2021 Q2	$226K	Hold	9,906	–	–	0.03%	348
2021 Q1	$216K	Sell	9,906 -2,406	-20%	-$50.1K	0.03%	354
2020 Q4	$244K	Sell	12,312 -2,454	-17%	-$45.9K	0.04%	319
2020 Q3	$257K	Sell	14,766 -5,349	-27%	-$93.5K	0.05%	289
2020 Q2	$336K	Sell	20,115 -7,956	-28%	-$130K	0.07%	249
2020 Q1	$414K	Buy	28,071 +12,462	+80%	+$228K	0.12%	188
2019 Q4	$313K	Buy	15,609 +537	+4%	+$10.4K	0.07%	263
2019 Q3	$285K	Sell	15,072 -879	-6%	-$16.5K	0.07%	274
2019 Q2	$298K	Buy	15,951 +1,389	+10%	+$25.7K	0.07%	282
2019 Q1	$266K	Hold	14,562	–	–	0.07%	322
2018 Q4	$239K	Buy	+14,562	New	+$258K	0.07%	321

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intrust Bank's SCHV Position: Q1 2022 in Review

Intrust Bank sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 8,385 shares — an estimated $205K sold.

Intrust Bank first reported a position in SCHV in Q4 2018 and held it in 12 quarters. The position peaked at $414K in Q1 2020. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Intrust Bank reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Intrust Bank sold 8,385 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $205K.
Intrust Bank first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 12 quarters.
Intrust Bank's Schwab US Large-Cap Value ETF position peaked at $414K in Q1 2020.
641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Intrust Bank's 13F filing for Q1 2022, filed 10 May 2022.