LFG
SCHV

Leverty Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Leverty Financial Group’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 		– Sell
-933
Closed -$22K – 105
2021
Q4 		$22K Buy
+933
New +$22.1K 0.02% 74

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Mariner
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Betterment LLC
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Ameriprise
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Leverty Financial Group's SCHV Position: Q1 2022 in Review

Leverty Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 933 shares — an estimated $22K sold.

Leverty Financial Group first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Leverty Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 933 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $22K.
  • Leverty Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Schwab US Large-Cap Value ETF position peaked at $22K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.