ODG
SCHV

O'Dell Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

O'Dell Group’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
Q3 		– Sell
-21
Closed -$470 – 401
2023
Q2 		$470 Buy
+21
New +$459 ﹤0.01% 477
2022
Q4 		– Sell
-21
Closed – – 335
2022
Q3 		$0 Sell
21
-258
-92% -$5.55K ﹤0.01% 484
2022
Q2 		$6K Buy
279
+252
+933% +$5.66K ﹤0.01% 327
2022
Q1 		$1K Hold
27
– – ﹤0.01% 493
2021
Q4 		$1K Buy
27
+21
+350% +$497 ﹤0.01% 496
2021
Q3 		$0 Buy
+6
New +$139 ﹤0.01% 503

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

O'Dell Group's SCHV Position: Q3 2023 in Review

O'Dell Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 21 shares — an estimated $470 sold.

O'Dell Group first reported a position in SCHV in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • O'Dell Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • O'Dell Group sold 21 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $470.
  • O'Dell Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and held it in 6 quarters.
  • O'Dell Group's Schwab US Large-Cap Value ETF position peaked at $6K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.