LWM
SCHV

LJI Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LJI Wealth Management’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
2023
Q3 		– Sell
-47,640
Closed -$45.6K – 184
2023
Q2 		$45.6K Buy
+47,640
New +$1.04M 0.01% 177

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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

LJI Wealth Management's SCHV Position: Q3 2023 in Review

LJI Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 47,640 shares — an estimated $45.6K sold.

LJI Wealth Management first reported a position in SCHV in Q2 2023 and held it in 1 quarter. The position peaked at $45.6K in Q2 2023. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • LJI Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 47,640 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $45.6K.
  • LJI Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Schwab US Large-Cap Value ETF position peaked at $45.6K in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.