Portfolio Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Portfolio Solutions’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 Q3	$485K	Buy	24,864 +165	+0.7%	+$3.55K	0.06%	38
2022 Q2	$514K	Buy	24,699 +147	+0.6%	+$3.3K	0.07%	39
2022 Q1	$584K	Buy	24,552 +108	+0.4%	+$2.56K	0.07%	31
2021 Q4	$597K	Buy	24,444 +138	+0.6%	+$3.27K	0.07%	27
2021 Q3	$547K	Buy	24,306 +126	+0.5%	+$2.92K	0.07%	29
2021 Q2	$564K	Hold	24,180	–	–	0.07%	28
2021 Q1	$526K	Buy	+24,180	New	+$504K	0.06%	26
2020 Q1	–	Sell	-19,134	Closed	-$383K	–	46
2019 Q4	$383K	Hold	19,134	–	–	0.05%	36
2019 Q3	$362K	Hold	19,134	–	–	0.05%	27
2019 Q2	$358K	Hold	19,134	–	–	0.05%	26
2019 Q1	$349K	Hold	19,134	–	–	0.05%	27
2018 Q4	$314K	Hold	19,134	–	–	0.05%	35
2018 Q3	$359K	Hold	19,134	–	–	0.05%	28
2018 Q2	$339K	Hold	19,134	–	–	0.05%	29
2018 Q1	$337K	Hold	19,134	–	–	0.05%	30
2017 Q4	$349K	Hold	19,134	–	–	0.05%	29
2017 Q3	$331K	Buy	+19,134	New	+$324K	0.04%	28

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Portfolio Solutions's SCHV Position: Q3 2022 in Review

Portfolio Solutions increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.67% in Q3 2022, buying an estimated $3.55K and bringing the position to 24,864 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #38.

Portfolio Solutions first reported a position in SCHV in Q3 2017 and has held it in 17 quarters since. The position peaked at $597K in Q4 2021. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

Portfolio Solutions held 24,864 shares of Schwab US Large-Cap Value ETF worth $485K as of Q3 2022.
Portfolio Solutions bought 165 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $3.55K.
Schwab US Large-Cap Value ETF made up 0.06% of Portfolio Solutions's portfolio in Q3 2022, its #38 holding.
Portfolio Solutions first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 17 quarters since.
Portfolio Solutions's Schwab US Large-Cap Value ETF position peaked at $597K in Q4 2021.
638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.