LFA
SCHV

LGT Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-1,893
Closed -$44.2K – 848
2023
Q4 		$44.2K Buy
+1,893
New +$41.4K 0.05% 226
2023
Q3 		– Sell
-3,066
Closed -$68.6K – 945
2023
Q2 		$68.6K Buy
+3,066
New +$66.9K 0.07% 151
2023
Q1 		– Sell
-198
Closed -$4.38K – 175
2022
Q4 		$4.38K Buy
+198
New +$4.29K 0.01% 167

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LGT Financial Advisors's SCHV Position: Q1 2024 in Review

LGT Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 1,893 shares — an estimated $44.2K sold.

LGT Financial Advisors first reported a position in SCHV in Q4 2022 and held it in 3 quarters. The position peaked at $68.6K in Q2 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • LGT Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,893 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $44.2K.
  • LGT Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • LGT Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $68.6K in Q2 2023.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.