LWAC
SCHV

Laurel Wealth Advisors (California)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$486K Buy
22,068
+72
+0.3% +$1.56K 0.05% 362
2022
Q3 		$429K Sell
21,996
-36,564
-62% -$787K 0.05% 376
2022
Q2 		$1.22M Buy
58,560
+40,893
+231% +$918K 0.12% 187
2022
Q1 		$420K Buy
17,667
+60
+0.3% +$1.42K 0.03% 468
2021
Q4 		$430K Buy
17,607
+81
+0.5% +$1.92K 0.03% 494
2021
Q3 		$394K Buy
17,526
+69
+0.4% +$1.6K 0.07% 280
2021
Q2 		$398K Buy
17,457
+3,630
+26% +$82.3K 0.05% 328
2021
Q1 		$301K Sell
13,827
-130,050
-90% -$2.71M 0.05% 359
2020
Q4 		$2.85M Sell
143,877
-10,650
-7% -$199K 0.42% 57
2020
Q3 		$2.69M Sell
154,527
-5,691
-4% -$99.5K 0.44% 56
2020
Q2 		$2.68M Sell
160,218
-16,977
-10% -$277K 0.49% 51
2020
Q1 		$2.62M Buy
177,195
+1,185
+0.7% +$21.7K 0.6% 39
2019
Q4 		$3.53M Sell
176,010
-738
-0.4% -$14.3K 0.59% 43
2019
Q3 		$3.34M Buy
176,748
+44,550
+34% +$834K 0.57% 41
2019
Q2 		$2.47M Buy
132,198
+35,877
+37% +$663K 0.54% 46
2019
Q1 		$1.76M Buy
96,321
+4,530
+5% +$80.4K 0.43% 59
2018
Q4 		$1.51M Buy
91,791
+54,006
+143% +$955K 0.44% 60
2018
Q3 		$706K Buy
37,785
+13,830
+58% +$256K 0.17% 135
2018
Q2 		$424K Buy
23,955
+2,985
+14% +$53.3K 0.11% 200
2018
Q1 		$369K Buy
20,970
+4,035
+24% +$73.9K 0.11% 205
2017
Q4 		$308K Buy
16,935
+915
+6% +$16.3K 0.09% 244
2017
Q3 		$276K Hold
16,020
– – 0.09% 234
2017
Q2 		$268K Buy
+16,020
New +$266K 0.1% 235

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.33% in Q4 2022, buying an estimated $1.56K and bringing the position to 22,068 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #362.

Laurel Wealth Advisors (California) first reported a position in SCHV in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.53M in Q4 2019. 698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 22,068 shares of Schwab US Large-Cap Value ETF worth $486K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 72 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $1.56K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #362 holding.
  • Laurel Wealth Advisors (California) first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s Schwab US Large-Cap Value ETF position peaked at $3.53M in Q4 2019.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.