Round Table Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Round Table Services’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	$209K	Buy	+10,716	New	+$231K	0.04%	147

Other funds holding SCHV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Round Table Services's SCHV Position: Q3 2022 in Review

Round Table Services opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2022: 10,716 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

Round Table Services held 10,716 shares of Schwab US Large-Cap Value ETF worth $209K as of Q3 2022.
Schwab US Large-Cap Value ETF was a new Round Table Services position in Q3 2022.
Schwab US Large-Cap Value ETF made up 0.04% of Round Table Services's portfolio in Q3 2022, its #147 holding.
638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.