Manchester Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Manchester 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
2022 Q4	–	Sell	-17,250	Closed	-$393K	–	1048
2022 Q3	$393K	Hold	17,250	–	–	0.07%	148
2022 Q2	$393K	Hold	17,250	–	–	0.07%	154
2022 Q1	$393K	Sell	17,250 -10,350	-38%	-$245K	0.06%	180
2021 Q4	$674K	Hold	27,600	–	–	0.09%	137
2021 Q3	$621K	Hold	27,600	–	–	0.09%	145
2021 Q2	$629K	Hold	27,600	–	–	0.09%	145
2021 Q1	$601K	Hold	27,600	–	–	0.09%	152
2020 Q4	$548K	Buy	+27,600	New	+$516K	0.08%	147

Other funds holding SCHV

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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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Manchester Capital Management's SCHV Position: Q4 2022 in Review

Manchester Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 17,250 shares — an estimated $393K sold.

Manchester Capital Management first reported a position in SCHV in Q4 2020 and held it in 8 quarters. The position peaked at $674K in Q4 2021. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Manchester Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Manchester Capital Management sold 17,250 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $393K.
Manchester Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 8 quarters.
Manchester Capital Management's Schwab US Large-Cap Value ETF position peaked at $674K in Q4 2021.
696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Manchester Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.