SW
SCHV

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

SVB Wealth’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
Q2 		– Sell
-2,880
Closed -$68K – 837
2022
Q1 		$68K Buy
2,880
+2,826
+5,233% +$66.9K ﹤0.01% 736
2021
Q4 		$1K Hold
54
– – ﹤0.01% 798
2021
Q3 		$1K Hold
54
– – ﹤0.01% 999
2021
Q2 		$1K Buy
+54
New +$1.23K ﹤0.01% 990
2020
Q4 		– Sell
-81
Closed -$1K – 881
2020
Q3 		$1K Hold
81
– – ﹤0.01% 749
2020
Q2 		$1K Hold
81
– – ﹤0.01% 632
2020
Q1 		$1K Hold
81
– – ﹤0.01% 585
2019
Q4 		$2K Buy
+81
New +$1.57K ﹤0.01% 652

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

SVB Wealth's SCHV Position: Q2 2022 in Review

SVB Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 2,880 shares — an estimated $68K sold.

SVB Wealth first reported a position in SCHV in Q4 2019 and held it in 8 quarters. The position peaked at $68K in Q1 2022. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • SVB Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 2,880 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $68K.
  • SVB Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 8 quarters.
  • SVB Wealth's Schwab US Large-Cap Value ETF position peaked at $68K in Q1 2022.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.