RW
SCHV

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

Reframe 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
2022
Q4 		$326K Buy
+14,835
New +$321K 0.13% 46

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
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
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 $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Reframe Wealth's SCHV Position: Q4 2022 in Review

Reframe Wealth opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2022: 14,835 shares worth $326K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Reframe Wealth held 14,835 shares of Schwab US Large-Cap Value ETF worth $326K as of Q4 2022.
  • Schwab US Large-Cap Value ETF was a new Reframe Wealth position in Q4 2022.
  • Schwab US Large-Cap Value ETF made up 0.13% of Reframe Wealth's portfolio in Q4 2022, its #46 holding.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.