KIG
SCHV

Kowal Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kowal Investment 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
2023
Q1 		– Sell
-11,208
Closed -$247K – 168
2022
Q4 		$247K Buy
+11,208
New +$243K 0.07% 133
2022
Q3 		– Sell
-9,630
Closed -$200K – 153
2022
Q2 		$200K Buy
+9,630
New +$216K 0.07% 137

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kowal Investment Group's SCHV Position: Q1 2023 in Review

Kowal Investment Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 11,208 shares — an estimated $247K sold.

Kowal Investment Group first reported a position in SCHV in Q2 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Kowal Investment Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Kowal Investment Group sold 11,208 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $247K.
  • Kowal Investment Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Kowal Investment Group's Schwab US Large-Cap Value ETF position peaked at $247K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Kowal Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.