RRC
SCHV

Relaxing Retirement Coach’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Relaxing Retirement Coach’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
Q2 		$1.28M Sell
57,108
-576
-1% -$12.6K 0.38% 30
2023
Q1 		$1.26M Sell
57,684
-135
-0.2% -$3K 0.42% 31
2022
Q4 		$1.27M Sell
57,819
-438
-0.8% -$9.48K 0.47% 30
2022
Q3 		$1.14M Sell
58,257
-1,236
-2% -$26.6K 0.54% 26
2022
Q2 		$1.24M Sell
59,493
-4,128
-6% -$92.7K 0.62% 27
2022
Q1 		$1.51M Hold
63,621
– – 0.78% 25
2021
Q4 		$1.55M Sell
63,621
-645
-1% -$15.3K 0.89% 27
2021
Q3 		$1.45M Sell
64,266
-6,315
-9% -$146K 1.19% 25
2021
Q2 		$1.61M Hold
70,581
– – 1.37% 23
2021
Q1 		$1.54M Sell
70,581
-597
-0.8% -$12.4K 1.75% 20
2020
Q4 		$1.41M Sell
71,178
-72,906
-51% -$1.36M 1.54% 23
2020
Q3 		$2.5M Buy
144,084
+69,114
+92% +$1.21M 1.09% 33
2020
Q2 		$1.25M Sell
74,970
-10,077
-12% -$165K 0.88% 35
2020
Q1 		$1.25M Sell
85,047
-3,105
-4% -$56.9K 0.77% 34
2019
Q4 		$1.77M Sell
88,152
-471
-0.5% -$9.13K 0.52% 34
2019
Q3 		$1.68M Sell
88,623
-3,720
-4% -$69.6K 0.52% 34
2019
Q2 		$1.73M Sell
92,343
-111
-0.1% -$2.05K 0.53% 34
2019
Q1 		$1.69M Sell
92,454
-19,320
-17% -$343K 0.53% 34
2018
Q4 		$1.83M Sell
111,774
-22,383
-17% -$396K 0.62% 32
2018
Q3 		$2.51M Sell
134,157
-13,374
-9% -$248K 0.75% 32
2018
Q2 		$2.61M Sell
147,531
-197,175
-57% -$3.52M 0.81% 32
2018
Q1 		$6.07M Sell
344,706
-272,733
-44% -$5M 1.92% 22
2017
Q4 		$11.3M Buy
+617,439
New +$11M 3.66% 11

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

Relaxing Retirement Coach's SCHV Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q2 2023, selling an estimated $12.6K and leaving 57,108 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #30.

Relaxing Retirement Coach first reported a position in SCHV in Q4 2017 and has held it in 23 quarters since. The position peaked at $11.3M in Q4 2017. 687 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • Relaxing Retirement Coach held 57,108 shares of Schwab US Large-Cap Value ETF worth $1.28M as of Q2 2023.
  • Relaxing Retirement Coach sold 576 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $12.6K.
  • Schwab US Large-Cap Value ETF made up 0.38% of Relaxing Retirement Coach's portfolio in Q2 2023, its #30 holding.
  • Relaxing Retirement Coach first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab US Large-Cap Value ETF position peaked at $11.3M in Q4 2017.
  • 687 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.