RA
SCHV

Rational Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rational Advisors’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
Q1 		– Sell
-125,442
Closed -$2.76M – 295
2022
Q4 		$2.76M Buy
+125,442
New +$2.72M 0.23% 37
2022
Q3 		– Sell
-65,793
Closed -$1.37M – 260
2022
Q2 		$1.37M Buy
+65,793
New +$1.48M 0.1% 65

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rational Advisors's SCHV Position: Q1 2023 in Review

Rational Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 125,442 shares — an estimated $2.76M sold.

Rational Advisors first reported a position in SCHV in Q2 2022 and held it in 2 quarters. The position peaked at $2.76M in Q4 2022. 691 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Rational Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Rational Advisors sold 125,442 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $2.76M.
  • Rational Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Rational Advisors's Schwab US Large-Cap Value ETF position peaked at $2.76M in Q4 2022.
  • 691 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Rational Advisors's 13F filing for Q1 2023, filed 12 May 2023.