SWM
SCHV

Selective Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Selective Wealth Management’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
-105
Closed -$2K – 616
2022
Q3 		$2K Buy
+105
New +$2.26K ﹤0.01% 687

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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

Selective Wealth Management's SCHV Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 105 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in SCHV in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Selective Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 105 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2K in Q3 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.