New England Private Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

New England Private 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 Q2	–	Sell	-20,127	Closed	-$440K	–	114
2023 Q1	$440K	Buy	20,127 +123	+0.6%	+$2.73K	0.09%	80
2022 Q4	$440K	Buy	20,004 +135	+0.7%	+$2.92K	0.09%	74
2022 Q3	$388K	Buy	19,869 +252	+1%	+$5.42K	0.09%	73
2022 Q2	$467K	Hold	19,617	–	–	0.09%	77
2022 Q1	$467K	Sell	19,617 -630	-3%	-$14.9K	0.09%	77
2021 Q4	$495K	Buy	20,247 +111	+0.6%	+$2.63K	0.09%	77
2021 Q3	$453K	Buy	20,136 +99	+0.5%	+$2.29K	0.08%	75
2021 Q2	$456K	Buy	+20,037	New	+$455K	0.09%	74

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

New England Private Wealth Advisors's SCHV Position: Q2 2023 in Review

New England Private Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 20,127 shares — an estimated $440K sold.

New England Private Wealth Advisors first reported a position in SCHV in Q2 2021 and held it in 8 quarters. The position peaked at $495K in Q4 2021. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

New England Private Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
New England Private Wealth Advisors sold 20,127 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $440K.
New England Private Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 8 quarters.
New England Private Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $495K in Q4 2021.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on New England Private Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.