TWP
SCHV

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

TFO Wealth Partners’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
Q1 		– Sell
-13,878
Closed -$329K – 159
2021
Q4 		$329K Buy
+13,878
New +$329K 0.06% 30

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TFO Wealth Partners's SCHV Position: Q1 2022 in Review

TFO Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 13,878 shares — an estimated $329K sold.

TFO Wealth Partners first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $329K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • TFO Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 13,878 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $329K.
  • TFO Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $329K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.