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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Personal Capital Advisors's SCHV Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2022: 10,875 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SCHV as recently as Q1 2022.

Personal Capital Advisors first reported a position in SCHV in Q4 2020 and has held it in 7 quarters since. The position peaked at $308K in Q4 2021. 698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Personal Capital Advisors held 10,875 shares of Schwab US Large-Cap Value ETF worth $239K as of Q4 2022.
Schwab US Large-Cap Value ETF was a new Personal Capital Advisors position in Q4 2022.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #423 holding.
Personal Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 7 quarters since.
Personal Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $308K in Q4 2021.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.