SW
SCHV

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

Simplicity Wealth’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
2024
Q3 		– Sell
-73,638
Closed -$1.82M – 1071
2024
Q2 		$1.82M Hold
73,638
– – 0.04% 369
2024
Q1 		$1.87M Buy
+73,638
New +$1.77M 0.04% 367

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Simplicity Wealth's SCHV Position: Q3 2024 in Review

Simplicity Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 73,638 shares — an estimated $1.82M sold.

Simplicity Wealth first reported a position in SCHV in Q1 2024 and held it in 2 quarters. The position peaked at $1.87M in Q1 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Simplicity Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 73,638 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $1.82M.
  • Simplicity Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Schwab US Large-Cap Value ETF position peaked at $1.87M in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.