MMEA
SCHV

Main Management ETF Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Main Management ETF 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
2023
Q2 		– Sell
-2,850,750
Closed -$62.3M – 38
2023
Q1 		$62.3M Buy
2,850,750
+76,020
+3% +$1.69M 5.29% 9
2022
Q4 		$61.1M Buy
2,774,730
+97,740
+4% +$2.12M 5.7% 9
2022
Q3 		$52.2M Buy
2,676,990
+21,720
+0.8% +$468K 5.99% 7
2022
Q2 		$55.2M Sell
2,655,270
-5,430
-0.2% -$122K 6.13% 8
2022
Q1 		$63.3M Buy
2,660,700
+60,120
+2% +$1.42M 5.88% 8
2021
Q4 		$63.5M Buy
2,600,580
+133,500
+5% +$3.16M 5.57% 8
2021
Q3 		$55.5M Buy
2,467,080
+112,140
+5% +$2.59M 5.61% 9
2021
Q2 		$53.7M Buy
2,354,940
+122,820
+6% +$2.79M 5.59% 9
2021
Q1 		$48.6M Buy
2,232,120
+440,190
+25% +$9.17M 5.74% 8
2020
Q4 		$35.6M Sell
1,791,930
-4,830
-0.3% -$90.3K 5.56% 9
2020
Q3 		$31.3M Sell
1,796,760
-55,920
-3% -$978K 5.51% 8
2020
Q2 		$30.9M Buy
+1,852,680
New +$30.2M 5.84% 7

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Main Management ETF Advisors's SCHV Position: Q2 2023 in Review

Main Management ETF Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 2,850,750 shares — an estimated $62.3M sold.

Main Management ETF Advisors first reported a position in SCHV in Q2 2020 and held it in 12 quarters. The position peaked at $63.5M in Q4 2021. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Main Management ETF Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Main Management ETF Advisors sold 2,850,750 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $62.3M.
  • Main Management ETF Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 12 quarters.
  • Main Management ETF Advisors's Schwab US Large-Cap Value ETF position peaked at $63.5M in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Main Management ETF Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.