SAS
SCHV

SMI Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SMI Advisory Services’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
2023
Q1 		$755K Buy
34,308
+3,804
+12% +$84.5K 0.25% 24
2022
Q4 		$595K Hold
30,504
– – 0.19% 27
2022
Q3 		$595K Buy
+30,504
New +$657K 0.19% 27

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SMI Advisory Services's SCHV Position: Q1 2023 in Review

SMI Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2023, buying an estimated $84.5K and bringing the position to 34,308 shares worth $755K. The position accounts for 0.25% of the portfolio, ranked #24.

SMI Advisory Services first reported a position in SCHV in Q3 2022 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • SMI Advisory Services held 34,308 shares of Schwab US Large-Cap Value ETF worth $755K as of Q1 2023.
  • SMI Advisory Services bought 3,804 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $84.5K.
  • Schwab US Large-Cap Value ETF made up 0.25% of SMI Advisory Services's portfolio in Q1 2023, its #24 holding.
  • SMI Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on SMI Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.