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SCHV

NVWM LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NVWM LLC’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
Q3 		– Sell
-1,671
Closed -$35K – 479
2022
Q2 		$35K Hold
1,671
– – 0.01% 270
2022
Q1 		$40K Hold
1,671
– – 0.01% 289
2021
Q4 		$41K Buy
+1,671
New +$39.6K 0.01% 283
2021
Q1 		– Sell
-39
Closed -$1K – 439
2020
Q4 		$1K Hold
39
– – ﹤0.01% 385
2020
Q3 		$1K Hold
39
– – ﹤0.01% 362
2020
Q2 		$1K Buy
+39
New +$637 ﹤0.01% 332

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

NVWM LLC's SCHV Position: Q3 2022 in Review

NVWM LLC sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 1,671 shares — an estimated $35K sold.

NVWM LLC first reported a position in SCHV in Q2 2020 and held it in 6 quarters. The position peaked at $41K in Q4 2021. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • NVWM LLC reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • NVWM LLC sold 1,671 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $35K.
  • NVWM LLC first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 6 quarters.
  • NVWM LLC's Schwab US Large-Cap Value ETF position peaked at $41K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on NVWM LLC's 13F filing for Q3 2022, filed 15 Nov 2022.