PPA
SCHV

Parametric Portfolio Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Parametric Portfolio Associates’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
Q1 		$262K Sell
11,007
-261,663
-96% -$6.19M ﹤0.01% 3333
2021
Q4 		$6.66M Buy
+272,670
New +$6.46M ﹤0.01% 1669
2021
Q1 		– Sell
-78,546
Closed -$1.56M – 4081
2020
Q4 		$1.56M Buy
+78,546
New +$1.47M ﹤0.01% 2815
2020
Q3 		– Sell
-118,809
Closed -$1.98M – 3968
2020
Q2 		$1.98M Sell
118,809
-44,010
-27% -$719K ﹤0.01% 2511
2020
Q1 		$2.4M Buy
162,819
+28,629
+21% +$525K ﹤0.01% 2262
2019
Q4 		$2.69M Buy
+134,190
New +$2.6M ﹤0.01% 2493
2019
Q1 		– Sell
-182,361
Closed -$3M – 3971
2018
Q4 		$3M Buy
+182,361
New +$3.23M ﹤0.01% 2294

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $45.5B AUM 21.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return