TFA
SCHV

Transamerica Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Transamerica Financial 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
Q3 		– Sell
-801
Closed -$18K – 654
2023
Q2 		$18K Hold
801
– – ﹤0.01% 293
2023
Q1 		$18K Hold
801
– – ﹤0.01% 304
2022
Q4 		$18K Buy
+801
New +$17.3K ﹤0.01% 303

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
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

Transamerica Financial Advisors's SCHV Position: Q3 2023 in Review

Transamerica Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 801 shares — an estimated $18K sold.

Transamerica Financial Advisors first reported a position in SCHV in Q4 2022 and held it in 3 quarters. The position peaked at $18K in Q2 2023. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • Transamerica Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 801 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $18K.
  • Transamerica Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • Transamerica Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $18K in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Transamerica Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.