JAG
SCHV

Journey Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Journey Advisory Group’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
Q2 		– Sell
-9,108
Closed -$217K – 248
2022
Q1 		$217K Sell
9,108
-162
-2% -$3.83K 0.05% 211
2021
Q4 		$226K Sell
9,270
-969
-9% -$23K 0.06% 194
2021
Q3 		$230K Buy
10,239
+756
+8% +$17.5K 0.07% 181
2021
Q2 		$216K Sell
9,483
-255
-3% -$5.79K 0.07% 196
2021
Q1 		$212K Sell
9,738
-438
-4% -$9.12K 0.07% 189
2020
Q4 		$202K Buy
+10,176
New +$190K 0.08% 179

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Journey Advisory Group's SCHV Position: Q2 2022 in Review

Journey Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 9,108 shares — an estimated $217K sold.

Journey Advisory Group first reported a position in SCHV in Q4 2020 and held it in 6 quarters. The position peaked at $230K in Q3 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Journey Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Journey Advisory Group sold 9,108 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $217K.
  • Journey Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 6 quarters.
  • Journey Advisory Group's Schwab US Large-Cap Value ETF position peaked at $230K in Q3 2021.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Journey Advisory Group's 13F filing for Q2 2022, filed 2 Aug 2022.