SWPG
SCHV

Strategic Wealth Partners Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Strategic Wealth Partners 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
Q1 		$248K Sell
9,783
-723
-7% -$17.3K 0.03% 67
2023
Q4 		$246K Sell
10,506
-2,289
-18% -$50.1K 0.03% 63
2023
Q3 		$275K Sell
12,795
-180
-1% -$4.04K 0.04% 57
2023
Q2 		$290K Buy
12,975
+3
+0% +$66 0.04% 57
2023
Q1 		$280K Buy
12,972
+846
+7% +$18.8K 0.05% 53
2022
Q4 		$266K Buy
12,126
+3
+0% +$65 0.06% 49
2022
Q3 		$236K Hold
12,123
– – 0.05% 52
2022
Q2 		$252K Sell
12,123
-5,589
-32% -$125K 0.06% 51
2022
Q1 		$421K Sell
17,712
-29,385
-62% -$696K 0.08% 40
2021
Q4 		$1.15M Buy
47,097
+141
+0.3% +$3.34K 0.2% 32
2021
Q3 		$1.06M Buy
+46,956
New +$1.09M 0.2% 30
2021
Q1 		$971K Sell
44,631
-2,505
-5% -$52.2K 0.2% 32
2020
Q4 		$935K Sell
47,136
-2,559
-5% -$47.8K 0.2% 31
2020
Q3 		$865K Buy
49,695
+420
+0.9% +$7.34K 0.21% 28
2020
Q2 		$823K Buy
49,275
+1,992
+4% +$32.5K 0.21% 29
2020
Q1 		$698K Buy
47,283
+9,282
+24% +$170K 0.2% 31
2019
Q4 		$762K Buy
+38,001
New +$736K 0.18% 32

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Strategic Wealth Partners Group's SCHV Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.9% in Q1 2024, selling an estimated $17.3K and leaving 9,783 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #67.

Strategic Wealth Partners Group first reported a position in SCHV in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.15M in Q4 2021. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • Strategic Wealth Partners Group held 9,783 shares of Schwab US Large-Cap Value ETF worth $248K as of Q1 2024.
  • Strategic Wealth Partners Group sold 723 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $17.3K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #67 holding.
  • Strategic Wealth Partners Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 17 quarters since.
  • Strategic Wealth Partners Group's Schwab US Large-Cap Value ETF position peaked at $1.15M in Q4 2021.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.