KCM
SCHV

KRS Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KRS Capital 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
2022
Q1 		– Sell
-141
Closed -$3K – 310
2021
Q4 		$3K Buy
+141
New +$3.34K ﹤0.01% 377

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APP
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SEI Investments
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KRS Capital Management's SCHV Position: Q1 2022 in Review

KRS Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 141 shares — an estimated $3K sold.

KRS Capital Management first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • KRS Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • KRS Capital Management sold 141 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $3K.
  • KRS Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • KRS Capital Management's Schwab US Large-Cap Value ETF position peaked at $3K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on KRS Capital Management's 13F filing for Q1 2022, filed 27 Apr 2022.