SCA
SCHV

Stuart Chaussee & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stuart Chaussee & Associates’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
-399,234
Closed -$9.74M – 184
2021
Q4 		$9.74M Buy
+399,234
New +$9.46M 4.19% 8
2021
Q3 		– Sell
-878,601
Closed -$20M – 154
2021
Q2 		$20M Buy
+878,601
New +$19.9M 8.85% 6
2020
Q1 		– Sell
-999
Closed -$20K – 116
2019
Q4 		$20K Buy
+999
New +$19.4K 0.01% 61

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

Stuart Chaussee & Associates's SCHV Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 399,234 shares — an estimated $9.74M sold.

Stuart Chaussee & Associates first reported a position in SCHV in Q4 2019 and held it in 3 quarters. The position peaked at $20M in Q2 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Stuart Chaussee & Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 399,234 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $9.74M.
  • Stuart Chaussee & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • Stuart Chaussee & Associates's Schwab US Large-Cap Value ETF position peaked at $20M in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.