MAWA
SCHV

Moss Adams Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Moss Adams Wealth 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
2023
Q4 		– Sell
-456
Closed -$9.77K – 161
2023
Q3 		$9.77K Buy
+456
New +$10.2K ﹤0.01% 144

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moss Adams Wealth Advisors's SCHV Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2023, closing a stake of 456 shares — an estimated $9.77K sold.

Moss Adams Wealth Advisors first reported a position in SCHV in Q3 2023 and held it in 1 quarter. The position peaked at $9.77K in Q3 2023. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 456 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $9.77K.
  • Moss Adams Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $9.77K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.