MAWAG
SCHV

Mid-American Wealth Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mid-American Wealth Advisory Group’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
Q1 		– Sell
-10,434
Closed -$255K – 76
2021
Q4 		$255K Buy
+10,434
New +$247K 0.2% 58

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Osaic Holdings
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Wealth Enhancement Advisory Services
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Mariner
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Betterment LLC
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Envestnet Asset Management
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Ameriprise
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Mid-American Wealth Advisory Group's SCHV Position: Q1 2022 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 10,434 shares — an estimated $255K sold.

Mid-American Wealth Advisory Group first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $255K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Mid-American Wealth Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 10,434 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $255K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab US Large-Cap Value ETF position peaked at $255K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Mid-American Wealth Advisory Group's 13F filing for Q1 2022, filed 31 May 2022.