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

Ten Capital 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
2023 Q2	–	Sell	-1,251	Closed	-$27.3K	–	455
2023 Q1	$27.3K	Hold	1,251	–	–	0.01%	283
2022 Q4	$27.5K	Hold	1,251	–	–	0.01%	234
2022 Q3	$24K	Hold	1,251	–	–	0.01%	225
2022 Q2	$26K	Hold	1,251	–	–	0.01%	182
2022 Q1	$30K	Sell	1,251 -1,542	-55%	-$36.5K	0.01%	173
2021 Q4	$68K	Sell	2,793 -3,996	-59%	-$94.7K	0.03%	110
2021 Q3	$153K	Buy	+6,789	New	+$157K	0.07%	82

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 1,251 shares — an estimated $27.3K sold.

Ten Capital Wealth Advisors first reported a position in SCHV in Q3 2021 and held it in 7 quarters. The position peaked at $153K in Q3 2021. 685 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,251 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $27.3K.
Ten Capital Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $153K in Q3 2021.
685 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.