PCA
SCHV

Personal Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Personal Capital Advisors’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 		$239K Buy
+10,875
New +$235K ﹤0.01% 423
2022
Q2 		– Sell
-10,431
Closed -$248K – 480
2022
Q1 		$248K Sell
10,431
-2,310
-18% -$54.7K ﹤0.01% 429
2021
Q4 		$308K Buy
12,741
+1,731
+16% +$41K ﹤0.01% 434
2021
Q3 		$248K Sell
11,010
-561
-5% -$13K ﹤0.01% 442
2021
Q2 		$264K Sell
11,571
-2,547
-18% -$57.8K ﹤0.01% 418
2021
Q1 		$307K Buy
14,118
+1,329
+10% +$27.7K ﹤0.01% 380
2020
Q4 		$254K Buy
+12,789
New +$239K ﹤0.01% 405

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
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 $59.6B 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return