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

Meeder 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 Q4	–	Sell	-237	Closed	-$5K	–	1775
2022 Q3	$5K	Hold	237	–	–	﹤0.01%	1588
2022 Q2	$5K	Sell	237 -966	-80%	-$21.7K	﹤0.01%	1664
2022 Q1	$29K	Hold	1,203	–	–	﹤0.01%	1140
2021 Q4	$29K	Hold	1,203	–	–	﹤0.01%	591
2021 Q3	$27K	Buy	1,203 +1,032	+604%	+$23.9K	﹤0.01%	1318
2021 Q2	$4K	Hold	171	–	–	﹤0.01%	2032
2021 Q1	$4K	Hold	171	–	–	﹤0.01%	1930
2020 Q4	$3K	Buy	171 +84	+97%	+$1.57K	﹤0.01%	1386
2020 Q3	$2K	Buy	+87	New	+$1.52K	﹤0.01%	1869

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

Meeder Asset Management's SCHV Position: Q4 2022 in Review

Meeder Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 237 shares — an estimated $5K sold.

Meeder Asset Management first reported a position in SCHV in Q3 2020 and held it in 9 quarters. The position peaked at $29K in Q1 2022. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Meeder Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 237 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $5K.
Meeder Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 9 quarters.
Meeder Asset Management's Schwab US Large-Cap Value ETF position peaked at $29K in Q1 2022.
696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.