PW
SCHV

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

Price Wealth’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
2020
Q3 		$22.2M Buy
1,274,790
+32,292
+3% +$565K 6.21% 6
2020
Q2 		$20.8M Buy
1,242,498
+673,767
+118% +$11M 6.14% 6
2020
Q1 		$8.39M Buy
+568,731
New +$10.4M 3.04% 11

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Price Wealth's SCHV Position: Q3 2020 in Review

Price Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.6% in Q3 2020, buying an estimated $565K and bringing the position to 1,274,790 shares worth $22.2M. The position accounts for 6.21% of the portfolio, ranked #6.

Price Wealth first reported a position in SCHV in Q1 2020 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold SCHV as of Q3 2020.

  • Price Wealth held 1,274,790 shares of Schwab US Large-Cap Value ETF worth $22.2M as of Q3 2020.
  • Price Wealth bought 32,292 Schwab US Large-Cap Value ETF shares in Q3 2020, an estimated $565K.
  • Schwab US Large-Cap Value ETF made up 6.21% of Price Wealth's portfolio in Q3 2020, its #6 holding.
  • Price Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.