SIA
SCHV

Schechter Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Schechter Investment Advisors’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
Q4 		– Sell
-56,073
Closed -$1.09M – 888
2022
Q3 		$1.09M Buy
+56,073
New +$1.21M 0.11% 246

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Schechter Investment Advisors's SCHV Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 56,073 shares — an estimated $1.09M sold.

Schechter Investment Advisors first reported a position in SCHV in Q3 2022 and held it in 1 quarter. The position peaked at $1.09M in Q3 2022. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 56,073 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $1.09M.
  • Schechter Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Schechter Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $1.09M in Q3 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.