PWA
SCHV

Physician Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Physician Wealth 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
2024
Q2 		– Sell
-11,355
Closed -$272K – 188
2024
Q1 		$272K Hold
11,355
– – 0.06% 131
2023
Q4 		$265K Sell
11,355
-1,125
-9% -$24.6K 0.06% 129
2023
Q3 		$266K Buy
12,480
+45
+0.4% +$1.01K 0.07% 117
2023
Q2 		$279K Buy
12,435
+90
+0.7% +$1.97K 0.07% 119
2023
Q1 		$274K Sell
12,345
-3,768
-23% -$83.7K 0.07% 118
2022
Q4 		$365K Hold
16,113
– – 0.1% 91
2022
Q3 		$332K Hold
16,113
– – 0.1% 98
2022
Q2 		$356K Buy
16,113
+24
+0.1% +$539 0.1% 101
2022
Q1 		$375K Hold
16,089
– – 0.1% 104
2021
Q4 		$396K Hold
16,089
– – 0.1% 100
2021
Q3 		$376K Buy
16,089
+30
+0.2% +$694 0.1% 99
2021
Q2 		$366K Sell
16,059
-735
-4% -$16.7K 0.1% 102
2021
Q1 		$371K Buy
16,794
+120
+0.7% +$2.5K 0.12% 96
2020
Q4 		$347K Sell
16,674
-459
-3% -$8.58K 0.12% 95
2020
Q3 		$297K Buy
17,133
+744
+5% +$13K 0.12% 99
2020
Q2 		$293K Buy
16,389
+84
+0.5% +$1.37K 0.12% 103
2020
Q1 		$256K Sell
16,305
-465
-3% -$8.53K 0.13% 90
2019
Q4 		$337K Sell
16,770
-270
-2% -$5.23K 0.15% 84
2019
Q3 		$335K Buy
+17,040
New +$319K 0.16% 77

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $59.8B AUM 29.42% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Physician Wealth Advisors's SCHV Position: Q2 2024 in Review

Physician Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 11,355 shares — an estimated $272K sold.

Physician Wealth Advisors first reported a position in SCHV in Q3 2019 and held it in 19 quarters. The position peaked at $396K in Q4 2021. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Physician Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Physician Wealth Advisors sold 11,355 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $272K.
  • Physician Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 19 quarters.
  • Physician Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $396K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Physician Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.