PWM
SCHV

Prentice Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Prentice Wealth Management’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
2021
Q3 		– Sell
-24
Closed -$1K – 356
2021
Q2 		$1K Buy
+24
New +$544 ﹤0.01% 327

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 $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Prentice Wealth Management's SCHV Position: Q3 2021 in Review

Prentice Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 24 shares — an estimated $1K sold.

Prentice Wealth Management first reported a position in SCHV in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Prentice Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 24 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $1K.
  • Prentice Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Prentice Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Prentice Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.