MFA
SCHV

Morling Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Morling Financial Advisors’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
2024
Q4 		– Sell
-12
Closed -$292 – 123
2024
Q3 		$292 Hold
12
– – ﹤0.01% 96
2024
Q2 		$266 Sell
12
-1,215
-99% -$30K ﹤0.01% 86
2024
Q1 		$31K Hold
1,227
– – 0.02% 87
2023
Q4 		$28.6K Hold
1,227
– – 0.02% 70
2023
Q3 		$26.3K Hold
1,227
– – 0.03% 65
2023
Q2 		$27.4K Hold
1,227
– – 0.03% 67
2023
Q1 		$26.8K Buy
1,227
+3
+0.2% +$67 0.03% 75
2022
Q4 		$27K Hold
1,224
– – 0.03% 69
2022
Q3 		$24K Hold
1,224
– – 0.03% 62
2022
Q2 		$25K Hold
1,224
– – 0.03% 66
2022
Q1 		$29K Hold
1,224
– – 0.04% 75
2021
Q4 		$30K Buy
+1,224
New +$29K 0.03% 71

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Morling Financial Advisors's SCHV Position: Q4 2024 in Review

Morling Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 12 shares — an estimated $292 sold.

Morling Financial Advisors first reported a position in SCHV in Q4 2021 and held it in 12 quarters. The position peaked at $31K in Q1 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Morling Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 12 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $292.
  • Morling Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 12 quarters.
  • Morling Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $31K in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Morling Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.