NNP
SCHV

Nachman Norwood & Parrott’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$220K Buy
9,645
+6
+0.1% +$136 0.02% 269
2021
Q1 		$210K Buy
+9,639
New +$201K 0.02% 265
2020
Q4 		– Sell
-9,762
Closed -$170K – 895
2020
Q3 		$170K Buy
+9,762
New +$171K 0.02% 270

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
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
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

Nachman Norwood & Parrott's SCHV Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2021, buying an estimated $136 and bringing the position to 9,645 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #269.

Nachman Norwood & Parrott first reported a position in SCHV in Q3 2020 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Nachman Norwood & Parrott held 9,645 shares of Schwab US Large-Cap Value ETF worth $220K as of Q2 2021.
  • Nachman Norwood & Parrott bought 6 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $136.
  • Schwab US Large-Cap Value ETF made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #269 holding.
  • Nachman Norwood & Parrott first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.