OMC
SCHV

Old Mission Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Old Mission Capital’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
-9,918
Closed -$206K – 1297
2022
Q2 		$206K Buy
+9,918
New +$223K 0.01% 1128
2020
Q3 		– Sell
-217,896
Closed -$3.64M – 571
2020
Q2 		$3.64M Buy
+217,896
New +$3.56M 0.26% 73

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MG
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SEI Investments
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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

Old Mission Capital's SCHV Position: Q3 2022 in Review

Old Mission Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 9,918 shares — an estimated $206K sold.

Old Mission Capital first reported a position in SCHV in Q2 2020 and held it in 2 quarters. The position peaked at $3.64M in Q2 2020. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Old Mission Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 9,918 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $206K.
  • Old Mission Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 2 quarters.
  • Old Mission Capital's Schwab US Large-Cap Value ETF position peaked at $3.64M in Q2 2020.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.