SWM
SCHV

Sugarloaf Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$5.08K Hold
195
– – ﹤0.01% 572
2024
Q3 		$5.22K Buy
+195
New +$5.01K ﹤0.01% 562

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sugarloaf Wealth Management's SCHV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2024 at 195 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Sugarloaf Wealth Management first reported a position in SCHV in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.22K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Sugarloaf Wealth Management held 195 shares of Schwab US Large-Cap Value ETF worth $5.08K as of Q4 2024.
  • Sugarloaf Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2024.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #572 holding.
  • Sugarloaf Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Schwab US Large-Cap Value ETF position peaked at $5.22K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.