SFC
SCHV

SYM Financial Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-477
Closed -$11.8K – 291
2024
Q2 		$11.8K Buy
+477
New +$11.8K ﹤0.01% 238
2022
Q4 		– Sell
-357
Closed -$7K – 130
2022
Q3 		$7K Buy
+357
New +$7.69K ﹤0.01% 92
2022
Q2 		– Sell
-318
Closed -$8K – 128
2022
Q1 		$8K Buy
318
+15
+5% +$355 ﹤0.01% 103
2021
Q4 		$7K Buy
+303
New +$7.18K ﹤0.01% 100
2021
Q1 		– Sell
-1,146
Closed -$23K – 91
2020
Q4 		$23K Buy
1,146
+1,086
+1,810% +$20.3K 0.02% 66
2020
Q3 		$1K Buy
+60
New +$1.05K ﹤0.01% 81

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SYM Financial Corp's SCHV Position: Q3 2024 in Review

SYM Financial Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 477 shares — an estimated $11.8K sold.

SYM Financial Corp first reported a position in SCHV in Q3 2020 and held it in 6 quarters. The position peaked at $23K in Q4 2020. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • SYM Financial Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • SYM Financial Corp sold 477 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $11.8K.
  • SYM Financial Corp first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 6 quarters.
  • SYM Financial Corp's Schwab US Large-Cap Value ETF position peaked at $23K in Q4 2020.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on SYM Financial Corp's 13F filing for Q3 2024, filed 14 Nov 2024.