Newman & Schimel’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Newman & Schimel’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 Q4	$483K	Sell	21,957 -1,398	-6%	-$30.3K	0.22%	31
2022 Q3	$456K	Sell	23,355 -1,473	-6%	-$31.7K	0.23%	30
2022 Q2	$517K	Sell	24,828 -1,011	-4%	-$22.7K	0.25%	31
2022 Q1	$615K	Sell	25,839 -462	-2%	-$10.9K	0.4%	25
2021 Q4	$642K	Buy	26,301 +378	+1%	+$8.95K	0.36%	25
2021 Q3	$583K	Sell	25,923 -129	-0.5%	-$2.98K	0.36%	27
2021 Q2	$594K	Sell	26,052 -1,422	-5%	-$32.3K	0.37%	26
2021 Q1	$598K	Buy	27,474 +108	+0.4%	+$2.25K	0.4%	23
2020 Q4	$543K	Buy	+27,366	New	+$512K	0.45%	24

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

Newman & Schimel's SCHV Position: Q4 2022 in Review

Newman & Schimel reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6% in Q4 2022, selling an estimated $30.3K and leaving 21,957 shares worth $483K. The position accounts for 0.22% of the portfolio, ranked #31.

Newman & Schimel first reported a position in SCHV in Q4 2020 and has held it in 9 quarters since. The position peaked at $642K in Q4 2021. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Newman & Schimel held 21,957 shares of Schwab US Large-Cap Value ETF worth $483K as of Q4 2022.
Newman & Schimel sold 1,398 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $30.3K.
Schwab US Large-Cap Value ETF made up 0.22% of Newman & Schimel's portfolio in Q4 2022, its #31 holding.
Newman & Schimel first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's Schwab US Large-Cap Value ETF position peaked at $642K in Q4 2021.
696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.