RC
SCHV

RegentAtlantic Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RegentAtlantic Capital’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
Q3 		$404K Buy
20,739
+222
+1% +$4.78K 0.01% 500
2022
Q2 		$427K Buy
20,517
+1,182
+6% +$26.5K 0.01% 469
2022
Q1 		$460K Buy
19,335
+234
+1% +$5.54K 0.01% 472
2021
Q4 		$466K Buy
19,101
+768
+4% +$18.2K 0.01% 467
2021
Q3 		$412K Buy
18,333
+258
+1% +$5.97K 0.01% 488
2021
Q2 		$412K Buy
+18,075
New +$410K 0.01% 471

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
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
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

RegentAtlantic Capital's SCHV Position: Q3 2022 in Review

RegentAtlantic Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q3 2022, buying an estimated $4.78K and bringing the position to 20,739 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #500.

RegentAtlantic Capital first reported a position in SCHV in Q2 2021 and has held it in 6 quarters since. The position peaked at $466K in Q4 2021. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • RegentAtlantic Capital held 20,739 shares of Schwab US Large-Cap Value ETF worth $404K as of Q3 2022.
  • RegentAtlantic Capital bought 222 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $4.78K.
  • Schwab US Large-Cap Value ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #500 holding.
  • RegentAtlantic Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 6 quarters since.
  • RegentAtlantic Capital's Schwab US Large-Cap Value ETF position peaked at $466K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.