RA
SCHV

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

Reby 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
2020
Q4 		$47.2M Buy
+2,378,601
New +$44.5M 12.36% 2

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Reby Advisors's SCHV Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2020: 2,378,601 shares worth $47.2M. The stake represents 12.36% of the portfolio and ranks #2 among its holdings.

512 funds tracked by Wall St. Rank hold SCHV as of Q4 2020.

  • Reby Advisors held 2,378,601 shares of Schwab US Large-Cap Value ETF worth $47.2M as of Q4 2020.
  • Schwab US Large-Cap Value ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Large-Cap Value ETF made up 12.36% of Reby Advisors's portfolio in Q4 2020, its #2 holding.
  • 512 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.