Lenox Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lenox Wealth Advisors’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 Q1	$37K	Hold	1,569	–	–	﹤0.01%	279
2021 Q4	$38K	Hold	1,569	–	–	﹤0.01%	295
2021 Q3	$35K	Hold	1,569	–	–	﹤0.01%	286
2021 Q2	$36K	Sell	1,569 -2,925	-65%	-$66.4K	﹤0.01%	279
2021 Q1	$98K	Hold	4,494	–	–	0.01%	130
2020 Q4	$89K	Hold	4,494	–	–	0.01%	131
2020 Q3	$78K	Hold	4,494	–	–	0.01%	129
2020 Q2	$75K	Hold	4,494	–	–	0.01%	118
2020 Q1	$66K	Sell	4,494 -63	-1%	-$1.16K	0.01%	116
2019 Q4	$91K	Buy	4,557 +63	+1%	+$1.22K	0.01%	121
2019 Q3	$85K	Hold	4,494	–	–	0.01%	118
2019 Q2	$84K	Buy	+4,494	New	+$83.1K	0.01%	120

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's SCHV Position: Q1 2022 in Review

Lenox Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2022 at 1,569 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Lenox Wealth Advisors first reported a position in SCHV in Q2 2019 and has held it in 12 quarters since. The position peaked at $98K in Q1 2021. 642 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Lenox Wealth Advisors held 1,569 shares of Schwab US Large-Cap Value ETF worth $37K as of Q1 2022.
Lenox Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2022.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #279 holding.
Lenox Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $98K in Q1 2021.
642 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.