Kavar Capital Partners Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kavar Capital Partners 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 Q1	–	Sell	-9,378	Closed	-$229K	–	174
2021 Q4	$229K	Sell	9,378 -6,450	-41%	-$153K	0.05%	152
2021 Q3	$356K	Sell	15,828 -3,000	-16%	-$69.4K	0.08%	138
2021 Q2	$429K	Sell	18,828 -2,100	-10%	-$47.6K	0.1%	119
2021 Q1	$455K	Sell	20,928 -645	-3%	-$13.4K	0.12%	105
2020 Q4	$428K	Buy	+21,573	New	+$403K	0.12%	110
2019 Q3	–	Sell	-9,780	Closed	-$183K	–	388
2019 Q2	$183K	Buy	+9,780	New	+$181K	0.07%	130
2018 Q3	–	Sell	-6,636	Closed	-$118K	–	332
2018 Q2	$118K	Hold	6,636	–	–	0.06%	135
2018 Q1	$117K	Buy	+6,636	New	+$122K	0.06%	134

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

Kavar Capital Partners Group's SCHV Position: Q1 2022 in Review

Kavar Capital Partners Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 9,378 shares — an estimated $229K sold.

Kavar Capital Partners Group first reported a position in SCHV in Q1 2018 and held it in 8 quarters. The position peaked at $455K in Q1 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Kavar Capital Partners Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 9,378 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $229K.
Kavar Capital Partners Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and held it in 8 quarters.
Kavar Capital Partners Group's Schwab US Large-Cap Value ETF position peaked at $455K in Q1 2021.
641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Kavar Capital Partners Group's 13F filing for Q1 2022, filed 9 May 2022.