SFPG
SCHV

Stonebridge Financial Planning Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,527
Closed -$36K – 321
2021
Q4 		$36K Hold
1,527
– – 0.02% 243
2021
Q3 		$37K Hold
1,527
– – 0.02% 244
2021
Q2 		$35K Hold
1,527
– – 0.02% 242
2021
Q1 		$34K Buy
+1,527
New +$31.8K 0.02% 246

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stonebridge Financial Planning Group's SCHV Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 1,527 shares — an estimated $36K sold.

Stonebridge Financial Planning Group first reported a position in SCHV in Q1 2021 and held it in 4 quarters. The position peaked at $37K in Q3 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,527 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $36K.
  • Stonebridge Financial Planning Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Schwab US Large-Cap Value ETF position peaked at $37K in Q3 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.