TCWM
SCHV

Total Clarity Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Total Clarity Wealth 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
2022
Q1 		– Sell
-7,755
Closed -$189K – 776
2021
Q4 		$189K Sell
7,755
-1,320
-15% -$31.3K 0.09% 223
2021
Q3 		$204K Sell
9,075
-1,914
-17% -$44.3K 0.1% 205
2021
Q2 		$250K Buy
10,989
+4,842
+79% +$110K 0.14% 182
2021
Q1 		$134K Buy
+6,147
New +$128K 0.08% 216

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 $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Clarity Wealth Management's SCHV Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 7,755 shares — an estimated $189K sold.

Total Clarity Wealth Management first reported a position in SCHV in Q1 2021 and held it in 4 quarters. The position peaked at $250K in Q2 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 7,755 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $189K.
  • Total Clarity Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Schwab US Large-Cap Value ETF position peaked at $250K in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.