SA
SCHV

Shilanski & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Shilanski & Associates’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
-52,164
Closed -$1.02M – 189
2022
Q3 		$1.02M Buy
+52,164
New +$1.12M 0.37% 41

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

Shilanski & Associates's SCHV Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 52,164 shares — an estimated $1.02M sold.

Shilanski & Associates first reported a position in SCHV in Q3 2022 and held it in 1 quarter. The position peaked at $1.02M in Q3 2022. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Shilanski & Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 52,164 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $1.02M.
  • Shilanski & Associates first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Schwab US Large-Cap Value ETF position peaked at $1.02M in Q3 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.