MAM
SCHV

McCarthy Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

McCarthy Asset 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
Q2 		– Sell
-4,803
Closed -$114K – 241
2022
Q1 		$114K Buy
4,803
+15
+0.3% +$355 0.08% 51
2021
Q4 		$117K Buy
4,788
+18
+0.4% +$426 0.08% 52
2021
Q3 		$107K Buy
4,770
+18
+0.4% +$416 0.08% 53
2021
Q2 		$108K Buy
4,752
+18
+0.4% +$408 0.08% 57
2021
Q1 		$103K Buy
4,734
+15
+0.3% +$312 0.08% 57
2020
Q4 		$94K Buy
+4,719
New +$88.2K 0.08% 58

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

McCarthy Asset Management's SCHV Position: Q2 2022 in Review

McCarthy Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 4,803 shares — an estimated $114K sold.

McCarthy Asset Management first reported a position in SCHV in Q4 2020 and held it in 6 quarters. The position peaked at $117K in Q4 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • McCarthy Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 4,803 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $114K.
  • McCarthy Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 6 quarters.
  • McCarthy Asset Management's Schwab US Large-Cap Value ETF position peaked at $117K in Q4 2021.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.