LDB
SCHV

Lee, Danner & Bass’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-155
Closed -$4.04K – 622
2024
Q4 		$4.04K Buy
+155
New +$4.18K ﹤0.01% 617

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Lee, Danner & Bass's SCHV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 155 shares — an estimated $4.04K sold.

Lee, Danner & Bass first reported a position in SCHV in Q4 2024 and held it in 1 quarter. The position peaked at $4.04K in Q4 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 155 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $4.04K.
  • Lee, Danner & Bass first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab US Large-Cap Value ETF position peaked at $4.04K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.