Israel Englander’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Israel Englander’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 Q3	–	Sell	-12,432	Closed	-$283K	–	7192
2021 Q2	$283K	Buy	+12,432	New	+$282K	﹤0.01%	5774
2019 Q3	–	Sell	-12,270	Closed	-$230K	–	4506
2019 Q2	$230K	Sell	12,270 -3,504	-22%	-$64.8K	﹤0.01%	3690
2019 Q1	$288K	Buy	+15,774	New	+$280K	﹤0.01%	3568
2018 Q4	–	Sell	-22,968	Closed	-$429K	–	4125
2018 Q3	$429K	Sell	22,968 -9,612	-30%	-$178K	﹤0.01%	3318
2018 Q2	$577K	Buy	32,580 +15,555	+91%	+$278K	﹤0.01%	3101
2018 Q1	$300K	Sell	17,025 -33,141	-66%	-$607K	﹤0.01%	3217
2017 Q4	$914K	Buy	50,166 +31,506	+169%	+$561K	﹤0.01%	2746
2017 Q3	$322K	Buy	18,660 +6,069	+48%	+$103K	﹤0.01%	3037
2017 Q2	$211K	Buy	+12,591	New	+$209K	﹤0.01%	3176
2016 Q2	–	Sell	-16,167	Closed	-$233K	–	3524
2016 Q1	$233K	Buy	+16,167	New	+$221K	﹤0.01%	2882

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

APP

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Israel Englander's SCHV Position: Q3 2021 in Review

Israel Englander sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 12,432 shares — an estimated $283K sold.

Israel Englander first reported a position in SCHV in Q1 2016 and held it in 10 quarters. The position peaked at $914K in Q4 2017. 566 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

Israel Englander reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Israel Englander sold 12,432 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $283K.
Israel Englander first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and held it in 10 quarters.
Israel Englander's Schwab US Large-Cap Value ETF position peaked at $914K in Q4 2017.
566 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Millennium Management's 13F filing for Q3 2021, filed 15 Nov 2021.