MF
SCHV

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

Manchester Financial’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
2021
Q2 		– Sell
-2,193
Closed -$48K – 539
2021
Q1 		$48K Buy
2,193
+1,032
+89% +$21.5K 0.02% 188
2020
Q4 		$23K Sell
1,161
-144
-11% -$2.69K 0.01% 260
2020
Q3 		$23K Sell
1,305
-117
-8% -$2.05K 0.02% 222
2020
Q2 		$24K Buy
1,422
+15
+1% +$245 0.02% 210
2020
Q1 		$21K Hold
1,407
– – 0.02% 205
2019
Q4 		$28K Buy
+1,407
New +$27.3K 0.01% 217
2019
Q3 		– Sell
-9,477
Closed -$177K – 365
2019
Q2 		$177K Buy
+9,477
New +$175K 0.08% 62

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manchester Financial's SCHV Position: Q2 2021 in Review

Manchester Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 2,193 shares — an estimated $48K sold.

Manchester Financial first reported a position in SCHV in Q2 2019 and held it in 7 quarters. The position peaked at $177K in Q2 2019. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Manchester Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 2,193 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $48K.
  • Manchester Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Schwab US Large-Cap Value ETF position peaked at $177K in Q2 2019.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.