RDA Financial Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RDA Financial Network’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 Q4	–	Sell	-9,948	Closed	-$214K	–	236
2023 Q3	$214K	Sell	9,948 -4,041	-29%	-$90.8K	0.09%	200
2023 Q2	$313K	Sell	13,989 -834	-6%	-$18.2K	0.13%	163
2023 Q1	$324K	Sell	14,823 -5,793	-28%	-$129K	0.15%	148
2022 Q4	$454K	Buy	20,616 +2,847	+16%	+$61.6K	0.23%	105
2022 Q3	$347K	Buy	17,769 +2,409	+16%	+$51.9K	0.19%	132
2022 Q2	$320K	Buy	15,360 +4,788	+45%	+$107K	0.16%	145
2022 Q1	$252K	Buy	+10,572	New	+$250K	0.11%	186

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RDA Financial Network's SCHV Position: Q4 2023 in Review

RDA Financial Network sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2023, closing a stake of 9,948 shares — an estimated $214K sold.

RDA Financial Network first reported a position in SCHV in Q1 2022 and held it in 7 quarters. The position peaked at $454K in Q4 2022. 727 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

RDA Financial Network reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
RDA Financial Network sold 9,948 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $214K.
RDA Financial Network first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 7 quarters.
RDA Financial Network's Schwab US Large-Cap Value ETF position peaked at $454K in Q4 2022.
727 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on RDA Financial Network's 13F filing for Q4 2023, filed 12 Jan 2024.