Lehman & Derafelo Financial Resources’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-240	Closed	-$5K	–	173
2022 Q3	$5K	Hold	240	–	–	﹤0.01%	186
2022 Q2	$5K	Buy	+240	New	+$5.39K	﹤0.01%	191
2021 Q4	–	Sell	-240	Closed	-$5K	–	171
2021 Q3	$5K	Hold	240	–	–	﹤0.01%	185
2021 Q2	$5K	Sell	240 -399	-62%	-$9.05K	﹤0.01%	210
2021 Q1	$14K	Hold	639	–	–	﹤0.01%	187
2020 Q4	$13K	Hold	639	–	–	﹤0.01%	188
2020 Q3	$11K	Sell	639 -492	-44%	-$8.61K	﹤0.01%	227
2020 Q2	$19K	Hold	1,131	–	–	0.01%	192
2020 Q1	$17K	Hold	1,131	–	–	0.01%	144
2019 Q4	$23K	Hold	1,131	–	–	0.01%	154
2019 Q3	$21K	Sell	1,131 -219	-16%	-$4.1K	0.01%	145
2019 Q2	$26K	Hold	1,350	–	–	0.01%	137
2019 Q1	$25K	Hold	1,350	–	–	0.01%	139
2018 Q4	$22K	Buy	+1,350	New	+$23.9K	0.01%	132

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SCHV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 240 shares — an estimated $5K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHV in Q4 2018 and held it in 14 quarters. The position peaked at $26K in Q2 2019. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 240 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $5K.
Lehman & Derafelo Financial Resources first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Schwab US Large-Cap Value ETF position peaked at $26K in Q2 2019.
696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.