SWA
SCHV

SFMG Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SFMG Wealth 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
2021
Q3 		– Sell
-9,645
Closed -$220K – 278
2021
Q2 		$220K Buy
+9,645
New +$219K 0.02% 228

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APP
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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SFMG Wealth Advisors's SCHV Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 9,645 shares — an estimated $220K sold.

SFMG Wealth Advisors first reported a position in SCHV in Q2 2021 and held it in 1 quarter. The position peaked at $220K in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 9,645 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $220K.
  • SFMG Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $220K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.