MAFM
SCHV

Mid Atlantic Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$200K Sell
8,898
-816
-8% -$18.9K 0.01% 832
2021
Q2 		$221K Sell
9,714
-54
-0.6% -$1.23K 0.01% 800
2021
Q1 		$213K Buy
+9,768
New +$203K 0.02% 751

Other funds holding SCHV

Financial Engines Advisors
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mid Atlantic Financial Management's SCHV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 8.4% in Q3 2021, selling an estimated $18.9K and leaving 8,898 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #832.

Mid Atlantic Financial Management first reported a position in SCHV in Q1 2021 and has held it in 3 quarters since. The position peaked at $221K in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Mid Atlantic Financial Management held 8,898 shares of Schwab US Large-Cap Value ETF worth $200K as of Q3 2021.
  • Mid Atlantic Financial Management sold 816 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $18.9K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #832 holding.
  • Mid Atlantic Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Schwab US Large-Cap Value ETF position peaked at $221K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.