LSAG
SCHV

Lake Street Advisors Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lake Street Advisors 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
2024
Q1 		– Sell
-9,201
Closed -$215K – 676
2023
Q4 		$215K Buy
+9,201
New +$201K 0.01% 527

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Lake Street Advisors Group's SCHV Position: Q1 2024 in Review

Lake Street Advisors Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 9,201 shares — an estimated $215K sold.

Lake Street Advisors Group first reported a position in SCHV in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • Lake Street Advisors Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 9,201 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $215K.
  • Lake Street Advisors Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's Schwab US Large-Cap Value ETF position peaked at $215K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.