PFG
SCHV

Piershale Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Piershale Financial Group’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
2023
Q2 		$6.26M Buy
279,717
+279,417
+93,139% +$6.1M 3.99% 6
2023
Q1 		$6.56K Sell
300
-36
-11% -$800 0.01% 144
2022
Q4 		$7.39K Buy
+336
New +$7.27K 0.01% 136
2020
Q1 		– Sell
-864,135
Closed -$17.3M – 18
2019
Q4 		$17.3M Buy
+864,135
New +$16.7M 9.24% 6
2019
Q3 		– Sell
-900,588
Closed -$16.9M – 20
2019
Q2 		$16.9M Buy
900,588
+532,305
+145% +$9.84M 9.61% 5
2019
Q1 		$6.72M Buy
+368,283
New +$6.54M 4.02% 9
2017
Q1 		– Sell
-306,069
Closed -$4.91M – 26
2016
Q4 		$4.91M Buy
+306,069
New +$4.74M 3.01% 14
2016
Q2 		– Sell
-10,740
Closed -$155K – 157
2016
Q1 		$155K Buy
10,740
+9,942
+1,246% +$136K 0.09% 14
2015
Q4 		$11K Buy
+798
New +$11.3K 0.01% 115
2015
Q2 		– Sell
-45
Closed -$1K – 140
2015
Q1 		$1K Sell
45
-938,946
-100% -$13.7M ﹤0.01% 125
2014
Q4 		$13.8M Buy
938,991
+494,547
+111% +$7.13M 8.98% 8
2014
Q3 		$6.32M Sell
444,444
-23,049
-5% -$330K 5.06% 4
2014
Q2 		$6.67M Buy
467,493
+466,425
+43,673% +$6.5M 5.46% 5
2014
Q1 		$15K Buy
1,068
+57
+6% +$764 0.02% 65
2013
Q4 		$14K Buy
1,011
+45
+5% +$588 0.02% 56
2013
Q3 		$12K Buy
966
+87
+10% +$1.09K 0.01% 69
2013
Q2 		$11K Buy
+879
New +$10.7K 0.02% 53

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 $11.5B AUM 18.82% 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 $59.8B 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

Piershale Financial Group's SCHV Position: Q2 2023 in Review

Piershale Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 93,139% in Q2 2023, buying an estimated $6.1M and bringing the position to 279,717 shares worth $6.26M. The position accounts for 3.99% of the portfolio, ranked #6.

Piershale Financial Group first reported a position in SCHV in Q2 2013 and has held it in 17 quarters since. The position peaked at $17.3M in Q4 2019. 685 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Piershale Financial Group held 279,717 shares of Schwab US Large-Cap Value ETF worth $6.26M as of Q2 2023.
  • Piershale Financial Group bought 279,417 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $6.1M.
  • Schwab US Large-Cap Value ETF made up 3.99% of Piershale Financial Group's portfolio in Q2 2023, its #6 holding.
  • Piershale Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
  • Piershale Financial Group's Schwab US Large-Cap Value ETF position peaked at $17.3M in Q4 2019.
  • 685 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.