RFN
SCHV

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
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $3.64B AUM 14.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return