Tennessee Valley Asset Management Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,326
Closed -$31K 615
2023
Q4
$31K Buy
+1,326
New +$29K ﹤0.01% 291

Other funds holding SCHV

Tennessee Valley Asset Management Partners's SCHV Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 1,326 shares — an estimated $31K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHV in Q4 2023 and held it in 1 quarter. The position peaked at $31K in Q4 2023. 754 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 1,326 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $31K.
  • Tennessee Valley Asset Management Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Schwab US Large-Cap Value ETF position peaked at $31K in Q4 2023.
  • 754 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.