Ledge Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ledge Wealth 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
2023 Q4	$626K	Buy	26,772 +189	+0.7%	+$4.13K	0.24%	45
2023 Q3	$571K	Buy	26,583 +168	+0.6%	+$3.77K	0.26%	45
2023 Q2	$591K	Sell	26,415 -10,122	-28%	-$221K	0.28%	46
2023 Q1	$799K	Sell	36,537 -64,995	-64%	-$1.44M	0.38%	46
2022 Q4	$2.23M	Buy	101,532 +34,902	+52%	+$756K	1.02%	27
2022 Q3	$1.3M	Sell	66,630 -39,945	-37%	-$860K	0.8%	40
2022 Q2	$2.22M	Buy	106,575 +22,503	+27%	+$505K	1.36%	22
2022 Q1	$2M	Buy	+84,072	New	+$1.99M	1.24%	21

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ledge Wealth Management's SCHV Position: Q4 2023 in Review

Ledge Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.71% in Q4 2023, buying an estimated $4.13K and bringing the position to 26,772 shares worth $626K. The position accounts for 0.24% of the portfolio, ranked #45.

Ledge Wealth Management first reported a position in SCHV in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.23M in Q4 2022. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

Ledge Wealth Management held 26,772 shares of Schwab US Large-Cap Value ETF worth $626K as of Q4 2023.
Ledge Wealth Management bought 189 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $4.13K.
Schwab US Large-Cap Value ETF made up 0.24% of Ledge Wealth Management's portfolio in Q4 2023, its #45 holding.
Ledge Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2.23M in Q4 2022.
725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.