Sonora Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sonora Investment 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
2021 Q3	$15K	Buy	660 +600	+1,000%	+$13.9K	﹤0.01%	700
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	961
2021 Q1	$1K	Sell	60 -13,470	-100%	-$281K	﹤0.01%	1707
2020 Q4	$268K	Buy	13,530 +13,470	+22,450%	+$252K	0.02%	265
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	1721
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	1692
2020 Q1	$1K	Hold	60	–	–	﹤0.01%	1598
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	1640
2019 Q3	$1K	Hold	60	–	–	﹤0.01%	1631
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	1640
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	1447
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	1208
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	1167
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	1125
2018 Q1	$1.06K	Hold	60	–	–	﹤0.01%	1117
2017 Q4	$1.09K	Hold	60	–	–	﹤0.01%	1120
2017 Q3	$1.04K	Hold	60	–	–	﹤0.01%	1062
2017 Q2	$1K	Hold	60	–	–	﹤0.01%	935
2017 Q1	$994	Hold	60	–	–	﹤0.01%	888
2016 Q4	$962	Hold	60	–	–	﹤0.01%	806
2016 Q3	$911	Hold	60	–	–	﹤0.01%	787
2016 Q2	$896	Hold	60	–	–	﹤0.01%	809
2016 Q1	$879	Hold	60	–	–	﹤0.01%	894
2015 Q4	$1K	Hold	60	–	–	﹤0.01%	758
2015 Q3	$1K	Buy	+60	New	+$840	﹤0.01%	1061

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sonora Investment Management's SCHV Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1,000% in Q3 2021, buying an estimated $13.9K and bringing the position to 660 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Sonora Investment Management first reported a position in SCHV in Q3 2015 and has held it in 25 quarters since. The position peaked at $268K in Q4 2020. 566 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

Sonora Investment Management held 660 shares of Schwab US Large-Cap Value ETF worth $15K as of Q3 2021.
Sonora Investment Management bought 600 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $13.9K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #700 holding.
Sonora Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Schwab US Large-Cap Value ETF position peaked at $268K in Q4 2020.
566 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.