PL
SCHV

Polianta Ltd’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Polianta Ltd’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 		– Sell
-394,500
Closed -$8.62M – 100
2023
Q1 		$8.62M Buy
394,500
+186,000
+89% +$4.13M 3.95% 12
2022
Q4 		$4.59M Sell
208,500
-10,500
-5% -$227K 3.42% 10
2022
Q3 		$4.27M Buy
+219,000
New +$4.71M 3.5% 12

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 $4.02B AUM 20% 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

Polianta Ltd's SCHV Position: Q2 2023 in Review

Polianta Ltd sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 394,500 shares — an estimated $8.62M sold.

Polianta Ltd first reported a position in SCHV in Q3 2022 and held it in 3 quarters. The position peaked at $8.62M in Q1 2023. 685 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Polianta Ltd reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Polianta Ltd sold 394,500 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $8.62M.
  • Polianta Ltd first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 3 quarters.
  • Polianta Ltd's Schwab US Large-Cap Value ETF position peaked at $8.62M in Q1 2023.
  • 685 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Polianta Ltd's 13F filing for Q2 2023, filed 19 Jul 2023.