Leo Brokerage’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Leo Brokerage’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 Q2	$749K	Sell	36,000 -306	-0.8%	-$6.87K	0.2%	70
2022 Q1	$864K	Buy	+36,306	New	+$860K	0.14%	107
2021 Q3	$1.19M	Sell	52,860 -9,714	-16%	-$225K	0.22%	56
2021 Q2	$1.43M	Sell	62,574 -9,489	-13%	-$215K	0.29%	53
2021 Q1	$1.57M	Sell	72,063 -444	-0.6%	-$9.25K	0.44%	42
2020 Q4	$1.44M	Sell	72,507 -443,052	-86%	-$8.28M	0.46%	44
2020 Q3	$8.61M	Buy	+515,559	New	+$9.02M	3.56%	8

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Leo Brokerage's SCHV Position: Q2 2022 in Review

Leo Brokerage reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.84% in Q2 2022, selling an estimated $6.87K and leaving 36,000 shares worth $749K. The position accounts for 0.2% of the portfolio, ranked #70.

Leo Brokerage first reported a position in SCHV in Q3 2020 and has held it in 7 quarters since. The position peaked at $8.61M in Q3 2020. 648 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

Leo Brokerage held 36,000 shares of Schwab US Large-Cap Value ETF worth $749K as of Q2 2022.
Leo Brokerage sold 306 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $6.87K.
Schwab US Large-Cap Value ETF made up 0.2% of Leo Brokerage's portfolio in Q2 2022, its #70 holding.
Leo Brokerage first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 7 quarters since.
Leo Brokerage's Schwab US Large-Cap Value ETF position peaked at $8.61M in Q3 2020.
648 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.