NMM
SCHV

Naples Money Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Naples Money 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
2024
Q2 		– Sell
-2,682
Closed -$67.9K – 430
2024
Q1 		$67.9K Buy
+2,682
New +$64.3K 0.07% 80

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Naples Money Management's SCHV Position: Q2 2024 in Review

Naples Money Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 2,682 shares — an estimated $67.9K sold.

Naples Money Management first reported a position in SCHV in Q1 2024 and held it in 1 quarter. The position peaked at $67.9K in Q1 2024. 762 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Naples Money Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 2,682 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $67.9K.
  • Naples Money Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Naples Money Management's Schwab US Large-Cap Value ETF position peaked at $67.9K in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.