SIG
SCHV

Stonegate Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stonegate Investment 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
2024
Q2 		– Sell
-9,210
Closed -$233K – 402
2024
Q1 		$233K Buy
+9,210
New +$221K 0.01% 291
2023
Q2 		– Sell
-9,318
Closed -$204K – 357
2023
Q1 		$204K Sell
9,318
-216
-2% -$4.8K 0.01% 292
2022
Q4 		$210K Buy
+9,534
New +$206K 0.01% 285
2022
Q3 		– Sell
-10,053
Closed -$209K – 334
2022
Q2 		$209K Sell
10,053
-240
-2% -$5.39K 0.01% 267
2022
Q1 		$245K Sell
10,293
-9
-0.1% -$213 0.01% 224
2021
Q4 		$251K Buy
+10,302
New +$244K 0.01% 229

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 $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Stonegate Investment Group's SCHV Position: Q2 2024 in Review

Stonegate Investment Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2024, closing a stake of 9,210 shares — an estimated $233K sold.

Stonegate Investment Group first reported a position in SCHV in Q4 2021 and held it in 6 quarters. The position peaked at $251K in Q4 2021. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • Stonegate Investment Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 9,210 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $233K.
  • Stonegate Investment Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 6 quarters.
  • Stonegate Investment Group's Schwab US Large-Cap Value ETF position peaked at $251K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

Based on Stonegate Investment Group's 13F filing for Q2 2024, filed 2 Aug 2024.