Mine & Arao Wealth Creation & Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mine & Arao Wealth Creation & 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
2023 Q2	–	Sell	-1,956	Closed	-$42.8K	–	339
2023 Q1	$42.8K	Hold	1,956	–	–	0.03%	150
2022 Q4	$43K	Hold	1,956	–	–	0.03%	144
2022 Q3	$38K	Hold	1,956	–	–	0.03%	145
2022 Q2	$41K	Buy	1,956 +12	+0.6%	+$269	0.03%	146
2022 Q1	$46K	Hold	1,944	–	–	0.03%	148
2021 Q4	$47K	Hold	1,944	–	–	0.03%	150
2021 Q3	$44K	Hold	1,944	–	–	0.03%	152
2021 Q2	$44K	Hold	1,944	–	–	0.03%	151
2021 Q1	$42K	Hold	1,944	–	–	0.03%	145
2020 Q4	$39K	Hold	1,944	–	–	0.03%	141
2020 Q3	$34K	Hold	1,944	–	–	0.03%	137
2020 Q2	$32K	Hold	1,944	–	–	0.03%	133
2020 Q1	$29K	Buy	+1,944	New	+$35.6K	0.03%	134

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

Mine & Arao Wealth Creation & Management's SCHV Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 1,956 shares — an estimated $42.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHV in Q1 2020 and held it in 13 quarters. The position peaked at $47K in Q4 2021. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Mine & Arao Wealth Creation & Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,956 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $42.8K.
Mine & Arao Wealth Creation & Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 13 quarters.
Mine & Arao Wealth Creation & Management's Schwab US Large-Cap Value ETF position peaked at $47K in Q4 2021.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.