OWM
SCHV

OneAscent Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

OneAscent Wealth Management’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
2024
Q1 		– Sell
-8,820
Closed -$206K – 195
2023
Q4 		$206K Buy
+8,820
New +$193K 0.08% 162

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Mariner
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Betterment LLC
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SC
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OneAscent Wealth Management's SCHV Position: Q1 2024 in Review

OneAscent Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 8,820 shares — an estimated $206K sold.

OneAscent Wealth Management first reported a position in SCHV in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • OneAscent Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 8,820 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $206K.
  • OneAscent Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • OneAscent Wealth Management's Schwab US Large-Cap Value ETF position peaked at $206K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.