RBC
SCHV

Roble Belko & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Roble Belko & Company’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
2021
Q3 		– Sell
-1,110
Closed -$25K – 349
2021
Q2 		$25K Buy
1,110
+210
+23% +$4.76K 0.01% 198
2021
Q1 		$20K Buy
900
+270
+43% +$5.63K ﹤0.01% 208
2020
Q4 		$13K Hold
630
– – ﹤0.01% 226
2020
Q3 		$11K Buy
+630
New +$11K ﹤0.01% 235

Other funds holding SCHV

Financial Engines Advisors
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Roble Belko & Company's SCHV Position: Q3 2021 in Review

Roble Belko & Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 1,110 shares — an estimated $25K sold.

Roble Belko & Company first reported a position in SCHV in Q3 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Roble Belko & Company reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Roble Belko & Company sold 1,110 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $25K.
  • Roble Belko & Company first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 4 quarters.
  • Roble Belko & Company's Schwab US Large-Cap Value ETF position peaked at $25K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Roble Belko & Company's 13F filing for Q3 2021, filed 3 Nov 2021.