TAIM
SCHV

TD Ameritrade Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-198
Closed -$4K – 394
2023
Q2 		$4K Sell
198
-852
-81% -$18.6K ﹤0.01% 417
2023
Q1 		$23K Sell
1,050
-906
-46% -$20.1K ﹤0.01% 293
2022
Q4 		$43K Hold
1,956
– – ﹤0.01% 265
2022
Q3 		$38K Sell
1,956
-2,748
-58% -$59.2K ﹤0.01% 294
2022
Q2 		$98K Sell
4,704
-1,377
-23% -$30.9K ﹤0.01% 257
2022
Q1 		$145K Hold
6,081
– – ﹤0.01% 259
2021
Q4 		$148K Sell
6,081
-10,095
-62% -$239K ﹤0.01% 259
2021
Q3 		$281K Buy
16,176
+8,010
+98% +$185K ﹤0.01% 192
2021
Q2 		$186K Sell
8,166
-8,010
-50% -$182K ﹤0.01% 242
2021
Q1 		$321K Hold
16,176
– – ﹤0.01% 186
2020
Q4 		$321K Hold
16,176
– – ﹤0.01% 186
2020
Q3 		$281K Sell
16,176
-2,715
-14% -$47.5K ﹤0.01% 192
2020
Q2 		$316K Sell
18,891
-10,299
-35% -$168K ﹤0.01% 189
2020
Q1 		$431K Buy
29,190
+20,931
+253% +$384K ﹤0.01% 162
2019
Q4 		$166K Buy
8,259
+51
+0.6% +$988 ﹤0.01% 209
2019
Q3 		$155K Buy
8,208
+2,610
+47% +$48.8K ﹤0.01% 195
2019
Q2 		$105K Buy
5,598
+1,104
+25% +$20.4K ﹤0.01% 201
2019
Q1 		$82K Buy
4,494
+549
+14% +$9.74K ﹤0.01% 204
2018
Q4 		$65K Sell
3,945
-336
-8% -$5.95K ﹤0.01% 215
2018
Q3 		$80K Buy
4,281
+720
+20% +$13.3K ﹤0.01% 187
2018
Q2 		$63K Buy
3,561
+1,899
+114% +$33.9K ﹤0.01% 130
2018
Q1 		$29K Buy
1,662
+183
+12% +$3.35K ﹤0.01% 103
2017
Q4 		$27K Buy
1,479
+618
+72% +$11K ﹤0.01% 83
2017
Q3 		$15K Buy
861
+6
+0.7% +$102 ﹤0.01% 82
2017
Q2 		$14K Sell
855
-3,615
-81% -$60.1K ﹤0.01% 80
2017
Q1 		$74K Buy
4,470
+951
+27% +$15.6K ﹤0.01% 73
2016
Q4 		$56K Buy
3,519
+2,625
+294% +$40.7K ﹤0.01% 71
2016
Q3 		$14K Buy
894
+438
+96% +$6.68K ﹤0.01% 76
2016
Q2 		$7K Buy
+456
New +$6.67K ﹤0.01% 76

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 $11.5B AUM 18.82% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TD Ameritrade Investment Management's SCHV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 198 shares — an estimated $4K sold.

TD Ameritrade Investment Management first reported a position in SCHV in Q2 2016 and held it in 29 quarters. The position peaked at $431K in Q1 2020. 645 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 198 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $4K.
  • TD Ameritrade Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and held it in 29 quarters.
  • TD Ameritrade Investment Management's Schwab US Large-Cap Value ETF position peaked at $431K in Q1 2020.
  • 645 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.