PWM
SCHV

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

PBMares 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
Q4 		– Sell
-8,721
Closed -$234K – 204
2024
Q3 		$234K Hold
8,721
– – 0.05% 171
2024
Q2 		$215K Hold
8,721
– – 0.05% 170
2024
Q1 		$221K Buy
+8,721
New +$209K 0.06% 166

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PBMares Wealth Management's SCHV Position: Q4 2024 in Review

PBMares Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 8,721 shares — an estimated $234K sold.

PBMares Wealth Management first reported a position in SCHV in Q1 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • PBMares Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • PBMares Wealth Management sold 8,721 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $234K.
  • PBMares Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • PBMares Wealth Management's Schwab US Large-Cap Value ETF position peaked at $234K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on PBMares Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.