JWM
SCHV

Janiczek Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Janiczek Wealth 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
2024
Q2 		$306K Sell
12,384
-171
-1% -$4.22K 0.06% 128
2024
Q1 		$318K Hold
12,555
– – 0.07% 125
2023
Q4 		$293K Sell
12,555
-111
-0.9% -$2.43K 0.07% 115
2023
Q3 		$272K Buy
12,666
+3
+0% +$67 0.07% 115
2023
Q2 		$283K Hold
12,663
– – 0.08% 95
2023
Q1 		$279K Sell
12,663
-366
-3% -$8.13K 0.08% 91
2022
Q4 		$298K Sell
13,029
-315
-2% -$6.82K 0.08% 84
2022
Q3 		$264K Hold
13,344
– – 0.09% 77
2022
Q2 		$296K Buy
13,344
+3
+0% +$67 0.09% 73
2022
Q1 		$317K Hold
13,341
– – 0.09% 72
2021
Q4 		$326K Buy
13,341
+738
+6% +$17.5K 0.1% 69
2021
Q3 		$283K Hold
12,603
– – 0.1% 66
2021
Q2 		$287K Hold
12,603
– – 0.1% 59
2021
Q1 		$274K Sell
12,603
-621
-5% -$12.9K 0.11% 51
2020
Q4 		$262K Hold
13,224
– – 0.13% 45
2020
Q3 		$230K Hold
13,224
– – 0.12% 39
2020
Q2 		$221K Sell
13,224
-21,252
-62% -$347K 0.12% 37
2020
Q1 		$509K Sell
34,476
-720,756
-95% -$13.2M 0.29% 26
2019
Q4 		$15.1M Sell
755,232
-46,599
-6% -$903K 6.8% 5
2019
Q3 		$15.2M Sell
801,831
-18,159
-2% -$340K 6.89% 5
2019
Q2 		$15.3M Buy
819,990
+48,249
+6% +$892K 7.17% 4
2019
Q1 		$14.1M Buy
771,741
+103,131
+15% +$1.83M 6.65% 4
2018
Q4 		$11M Buy
+668,610
New +$11.8M 5.58% 6

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Janiczek Wealth Management's SCHV Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2024, selling an estimated $4.22K and leaving 12,384 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #128.

Janiczek Wealth Management first reported a position in SCHV in Q4 2018 and has held it in 23 quarters since. The position peaked at $15.3M in Q2 2019. 762 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Janiczek Wealth Management held 12,384 shares of Schwab US Large-Cap Value ETF worth $306K as of Q2 2024.
  • Janiczek Wealth Management sold 171 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $4.22K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #128 holding.
  • Janiczek Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 23 quarters since.
  • Janiczek Wealth Management's Schwab US Large-Cap Value ETF position peaked at $15.3M in Q2 2019.
  • 762 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.