M&R Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

M&R Capital 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
2024 Q3	$13.6K	Buy	507 +3	+0.6%	+$77	﹤0.01%	358
2024 Q2	$12.5K	Hold	504	–	–	﹤0.01%	348
2024 Q1	$12.8K	Hold	504	–	–	﹤0.01%	345
2023 Q4	$11.8K	Hold	504	–	–	﹤0.01%	379
2023 Q3	$10.8K	Buy	504 +3	+0.6%	+$67	﹤0.01%	371
2023 Q2	$11.2K	Hold	501	–	–	﹤0.01%	373
2023 Q1	$11K	Hold	501	–	–	﹤0.01%	363
2022 Q4	$11K	Buy	+501	New	+$10.8K	﹤0.01%	346

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

M&R Capital Management's SCHV Position: Q3 2024 in Review

M&R Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.6% in Q3 2024, buying an estimated $77 and bringing the position to 507 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

M&R Capital Management first reported a position in SCHV in Q4 2022 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

M&R Capital Management held 507 shares of Schwab US Large-Cap Value ETF worth $13.6K as of Q3 2024.
M&R Capital Management bought 3 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $77.
Schwab US Large-Cap Value ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #358 holding.
M&R Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.