Sutton Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sutton Wealth Advisors’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
2021 Q4	–	Sell	-231	Closed	-$5.2K	–	1690
2021 Q3	$5.2K	Hold	231	–	–	﹤0.01%	1047
2021 Q2	$5.27K	Sell	231 -45	-16%	-$1.02K	﹤0.01%	1036
2021 Q1	$6.01K	Hold	276	–	–	﹤0.01%	980
2020 Q4	$5.48K	Sell	276 -51	-16%	-$953	﹤0.01%	961
2020 Q3	$5.69K	Sell	327 -165	-34%	-$2.89K	﹤0.01%	887
2020 Q2	$8.22K	Buy	492 +6	+1%	+$98	﹤0.01%	753
2020 Q1	$7.17K	Hold	486	–	–	﹤0.01%	744
2019 Q4	$9.74K	Hold	486	–	–	0.01%	829
2019 Q3	$9.19K	Hold	486	–	–	0.01%	811
2019 Q2	$9.1K	Hold	486	–	–	0.01%	797
2019 Q1	$8.87K	Hold	486	–	–	0.01%	813
2018 Q4	$7.99K	Hold	486	–	–	0.01%	794
2018 Q3	$9.09K	Hold	486	–	–	0.01%	808
2018 Q2	$8.61K	Hold	486	–	–	0.01%	859
2018 Q1	$8.56K	Hold	486	–	–	0.01%	854
2017 Q4	$8.86K	Hold	486	–	–	0.01%	813
2017 Q3	$8.39K	Hold	486	–	–	0.01%	794
2017 Q2	$8.13K	Hold	486	–	–	0.01%	793
2017 Q1	$8.05K	Hold	486	–	–	0.01%	768
2016 Q4	$7.79K	Hold	486	–	–	0.01%	751
2016 Q3	$7.38K	Hold	486	–	–	0.01%	740
2016 Q2	$7.26K	Hold	486	–	–	0.01%	697
2016 Q1	$7K	Buy	+486	New	+$6.65K	0.01%	674

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sutton Wealth Advisors's SCHV Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2021, closing a stake of 231 shares — an estimated $5.2K sold.

Sutton Wealth Advisors first reported a position in SCHV in Q1 2016 and held it in 23 quarters. The position peaked at $9.74K in Q4 2019. 645 funds tracked by Wall St. Rank hold SCHV as of Q4 2021.

Sutton Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 231 Schwab US Large-Cap Value ETF shares in Q4 2021, an estimated $5.2K.
Sutton Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and held it in 23 quarters.
Sutton Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $9.74K in Q4 2019.
645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.