SIAP
SCHV

Sterling Investment Advisors (Pennsylvania)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-51
Closed -$1K – 427
2022
Q2 		$1K Hold
51
– – ﹤0.01% 537
2022
Q1 		$1K Buy
+51
New +$1.21K ﹤0.01% 565

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 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 $424B AUM 22.94% 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

Sterling Investment Advisors (Pennsylvania)'s SCHV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 51 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHV in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 639 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 51 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Schwab US Large-Cap Value ETF position peaked at $1K in Q2 2022.
  • 639 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.