Nauset Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Nauset Wealth 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
2022 Q1	$7K	Buy	+300	New	+$7.1K	0.01%	203

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nauset Wealth Management's SCHV Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2022: 300 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

643 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Nauset Wealth Management held 300 shares of Schwab US Large-Cap Value ETF worth $7K as of Q1 2022.
Schwab US Large-Cap Value ETF was a new Nauset Wealth Management position in Q1 2022.
Schwab US Large-Cap Value ETF made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #203 holding.
643 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.