SHA
SCHV

Seneca House Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Seneca House 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
Q1 		– Sell
-9,480
Closed -$231K – 89
2021
Q4 		$231K Sell
9,480
-366
-4% -$8.67K 0.12% 79
2021
Q3 		$221K Sell
9,846
-13,485
-58% -$312K 0.13% 83
2021
Q2 		$532K Sell
23,331
-1,725
-7% -$39.1K 0.35% 45
2021
Q1 		$545K Buy
25,056
+3,237
+15% +$67.4K 0.39% 41
2020
Q4 		$433K Buy
21,819
+1,413
+7% +$26.4K 0.31% 48
2020
Q3 		$355K Buy
20,406
+1,452
+8% +$25.4K 0.28% 51
2020
Q2 		$317K Sell
18,954
-906
-5% -$14.8K 0.27% 56
2020
Q1 		$293K Buy
19,860
+2,253
+13% +$41.3K 0.31% 48
2019
Q4 		$353K Sell
17,607
-90
-0.5% -$1.74K 0.31% 66
2019
Q3 		$335K Sell
17,697
-2,868
-14% -$53.7K 0.32% 66
2019
Q2 		$387K Buy
20,565
+3,315
+19% +$61.3K 0.35% 68
2019
Q1 		$315K Buy
17,250
+4,188
+32% +$74.3K 0.27% 78
2018
Q4 		$214K Buy
+13,062
New +$231K 0.2% 86

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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

Seneca House Advisors's SCHV Position: Q1 2022 in Review

Seneca House Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 9,480 shares — an estimated $231K sold.

Seneca House Advisors first reported a position in SCHV in Q4 2018 and held it in 13 quarters. The position peaked at $545K in Q1 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Seneca House Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Seneca House Advisors sold 9,480 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $231K.
  • Seneca House Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 13 quarters.
  • Seneca House Advisors's Schwab US Large-Cap Value ETF position peaked at $545K in Q1 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Seneca House Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.