SFM
SCHV

Signet Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Signet Financial 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
Q1 		– Sell
-2,451
Closed -$60K – 1136
2021
Q4 		$60K Buy
+2,451
New +$58.1K 0.01% 436
2020
Q1 		– Sell
-22,848
Closed -$458K – 262
2019
Q4 		$458K Buy
22,848
+198
+0.9% +$3.84K 0.09% 185
2019
Q3 		$443K Buy
+22,650
New +$424K 0.09% 180

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

Signet Financial Management's SCHV Position: Q1 2022 in Review

Signet Financial Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 2,451 shares — an estimated $60K sold.

Signet Financial Management first reported a position in SCHV in Q3 2019 and held it in 3 quarters. The position peaked at $458K in Q4 2019. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Signet Financial Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 2,451 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $60K.
  • Signet Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 3 quarters.
  • Signet Financial Management's Schwab US Large-Cap Value ETF position peaked at $458K in Q4 2019.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.