SCA
SCHV

Scott Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Scott Capital 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
Q2 		– Sell
-18,600
Closed -$443K – 46
2022
Q1 		$443K Buy
+18,600
New +$440K 0.26% 33

Other funds holding SCHV

Financial Engines Advisors
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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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Scott Capital Advisors's SCHV Position: Q2 2022 in Review

Scott Capital Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 18,600 shares — an estimated $443K sold.

Scott Capital Advisors first reported a position in SCHV in Q1 2022 and held it in 1 quarter. The position peaked at $443K in Q1 2022. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Scott Capital Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Scott Capital Advisors sold 18,600 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $443K.
  • Scott Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Scott Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $443K in Q1 2022.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Scott Capital Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.