PCMC
SCHV

Planning Capital Management Corporation’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Planning Capital Management Corporation’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
Q3 		$191K Buy
7,119
+78
+1% +$2K 0.13% 87
2024
Q2 		$174K Hold
7,041
– – 0.12% 96
2024
Q1 		$178K Sell
7,041
-198
-3% -$4.75K 0.13% 93
2023
Q4 		$169K Buy
+7,239
New +$158K 0.13% 94

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $4.02B AUM 20% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Planning Capital Management Corporation's SCHV Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q3 2024, buying an estimated $2K and bringing the position to 7,119 shares worth $191K. The position accounts for 0.13% of the portfolio, ranked #87.

Planning Capital Management Corporation first reported a position in SCHV in Q4 2023 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Planning Capital Management Corporation held 7,119 shares of Schwab US Large-Cap Value ETF worth $191K as of Q3 2024.
  • Planning Capital Management Corporation bought 78 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $2K.
  • Schwab US Large-Cap Value ETF made up 0.13% of Planning Capital Management Corporation's portfolio in Q3 2024, its #87 holding.
  • Planning Capital Management Corporation first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.