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

Loveless 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
2022 Q2	$818K	Buy	39,327 +4,161	+12%	+$93.4K	0.54%	63
2022 Q1	$837K	Buy	35,166 +9,792	+39%	+$232K	0.47%	67
2021 Q4	$619K	Buy	25,374 +1,407	+6%	+$33.3K	0.34%	87
2021 Q3	$539K	Buy	23,967 +1,227	+5%	+$28.4K	0.33%	90
2021 Q2	$518K	Buy	22,740 +8,091	+55%	+$184K	0.32%	92
2021 Q1	$319K	Buy	14,649 +1,860	+15%	+$38.7K	0.21%	103
2020 Q4	$254K	Sell	12,789 -30	-0.2%	-$561	0.19%	105
2020 Q3	$223K	Sell	12,819 -75	-0.6%	-$1.31K	0.19%	102
2020 Q2	$215K	Buy	+12,894	New	+$211K	0.2%	106

Other funds holding SCHV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Loveless Wealth Management's SCHV Position: Q2 2022 in Review

Loveless Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2022, buying an estimated $93.4K and bringing the position to 39,327 shares worth $818K. The position accounts for 0.54% of the portfolio, ranked #63.

Loveless Wealth Management first reported a position in SCHV in Q2 2020 and has held it in 9 quarters since. The position peaked at $837K in Q1 2022. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

Loveless Wealth Management held 39,327 shares of Schwab US Large-Cap Value ETF worth $818K as of Q2 2022.
Loveless Wealth Management bought 4,161 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $93.4K.
Schwab US Large-Cap Value ETF made up 0.54% of Loveless Wealth Management's portfolio in Q2 2022, its #63 holding.
Loveless Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 9 quarters since.
Loveless Wealth Management's Schwab US Large-Cap Value ETF position peaked at $837K in Q1 2022.
647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.