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

MBA 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	-123,120	Closed	-$2.69M	–	124
2023 Q1	$2.69M	Buy	123,120 +1,104	+0.9%	+$24.5K	1.68%	19
2022 Q4	$2.69M	Buy	122,016 +7,260	+6%	+$157K	1.76%	19
2022 Q3	$2.24M	Buy	114,756 +3,147	+3%	+$67.7K	1.62%	19
2022 Q2	$2.32M	Buy	111,609 +5,730	+5%	+$129K	1.6%	19
2022 Q1	$2.52M	Buy	105,879 +7,740	+8%	+$183K	1.56%	18
2021 Q4	$2.4M	Buy	98,139 +3,726	+4%	+$88.3K	1.48%	18
2021 Q3	$2.12M	Buy	94,413 +3,513	+4%	+$81.3K	1.57%	16
2021 Q2	$2.07K	Buy	90,900 +8,013	+10%	+$182K	0.96%	18
2021 Q1	$1.8K	Buy	+82,887	New	+$1.73M	0.99%	18

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

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

MBA Advisors's SCHV Position: Q2 2023 in Review

MBA Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 123,120 shares — an estimated $2.69M sold.

MBA Advisors first reported a position in SCHV in Q1 2021 and held it in 9 quarters. The position peaked at $2.69M in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

MBA Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
MBA Advisors sold 123,120 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $2.69M.
MBA Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 9 quarters.
MBA Advisors's Schwab US Large-Cap Value ETF position peaked at $2.69M in Q1 2023.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on MBA Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.