SA
SCHV

SpiderRock Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SpiderRock Advisors’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 		$609K Sell
22,737
-9,183
-29% -$236K 0.01% 583
2024
Q2 		$788K Sell
31,920
-5,319
-14% -$131K 0.02% 458
2024
Q1 		$919K Buy
+37,239
New +$893K 0.02% 405

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

SpiderRock Advisors's SCHV Position: Q3 2024 in Review

SpiderRock Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 29% in Q3 2024, selling an estimated $236K and leaving 22,737 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #583.

SpiderRock Advisors first reported a position in SCHV in Q1 2024 and has held it in 3 quarters since. The position peaked at $919K in Q1 2024. 786 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • SpiderRock Advisors held 22,737 shares of Schwab US Large-Cap Value ETF worth $609K as of Q3 2024.
  • SpiderRock Advisors sold 9,183 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $236K.
  • Schwab US Large-Cap Value ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #583 holding.
  • SpiderRock Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Schwab US Large-Cap Value ETF position peaked at $919K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.