RAG
SCHV

RIA Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RIA Advisory Group’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
2024
Q1 		– Sell
-10,062
Closed -$278K – 196
2023
Q4 		$278K Buy
+10,062
New +$220K 0.12% 93

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RIA Advisory Group's SCHV Position: Q1 2024 in Review

RIA Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 10,062 shares — an estimated $278K sold.

RIA Advisory Group first reported a position in SCHV in Q4 2023 and held it in 1 quarter. The position peaked at $278K in Q4 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • RIA Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • RIA Advisory Group sold 10,062 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $278K.
  • RIA Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • RIA Advisory Group's Schwab US Large-Cap Value ETF position peaked at $278K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.