OPW
SCHV

Oxler Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-2,400
Closed -$76.9K – 290
2022
Q3 		$76.9K Buy
+2,400
New +$51.7K 0.04% 158

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APP
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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Betterment LLC
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Oxler Private Wealth's SCHV Position: Q4 2022 in Review

Oxler Private Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 2,400 shares — an estimated $76.9K sold.

Oxler Private Wealth first reported a position in SCHV in Q3 2022 and held it in 1 quarter. The position peaked at $76.9K in Q3 2022. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Oxler Private Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,400 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $76.9K.
  • Oxler Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Schwab US Large-Cap Value ETF position peaked at $76.9K in Q3 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.