KSWA
SCHV

Kathleen S. Wright Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-453
Closed -$12.1K – 294
2024
Q3 		$12.1K Buy
+453
New +$11.6K 0.01% 242

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kathleen S. Wright Associates's SCHV Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 453 shares — an estimated $12.1K sold.

Kathleen S. Wright Associates first reported a position in SCHV in Q3 2024 and held it in 1 quarter. The position peaked at $12.1K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 453 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $12.1K.
  • Kathleen S. Wright Associates first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Schwab US Large-Cap Value ETF position peaked at $12.1K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.