Optiver Holding
SCHV

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

Optiver Holding’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
Q2 		– Sell
-393
Closed -$9K – 507
2022
Q1 		$9K Sell
393
-216
-35% -$5.11K ﹤0.01% 437
2021
Q4 		$15K Buy
609
+564
+1,253% +$13.4K ﹤0.01% 643
2021
Q3 		$1K Buy
+45
New +$1.04K ﹤0.01% 708

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MG
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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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Optiver Holding's SCHV Position: Q2 2022 in Review

Optiver Holding sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 393 shares — an estimated $9K sold.

Optiver Holding first reported a position in SCHV in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Optiver Holding reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Optiver Holding sold 393 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $9K.
  • Optiver Holding first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and held it in 3 quarters.
  • Optiver Holding's Schwab US Large-Cap Value ETF position peaked at $15K in Q4 2021.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Optiver Holding's 13F filing for Q2 2022, filed 10 Aug 2022.