Traverso Chambers Private Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Traverso Chambers Private 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
2023 Q4	$13.3M	Buy	570,282 +32,478	+6%	+$710K	3.24%	10
2023 Q3	$11.6M	Buy	537,804 +8,781	+2%	+$197K	3.09%	9
2023 Q2	$11.8M	Buy	529,023 +23,355	+5%	+$510K	3.11%	10
2023 Q1	$11.1M	Buy	505,668 +18,942	+4%	+$421K	3.03%	11
2022 Q4	$10.7M	Sell	486,726 -6,222	-1%	-$135K	3.08%	10
2022 Q3	$9.61M	Buy	492,948 +18,213	+4%	+$392K	2.95%	13
2022 Q2	$9.88M	Buy	474,735 +10,227	+2%	+$230K	3.3%	9
2022 Q1	$11.1M	Sell	464,508 -11,916	-3%	-$282K	3.3%	9
2021 Q4	$11.6M	Sell	476,424 -2,097	-0.4%	-$49.7K	3.45%	9
2021 Q3	$10.8M	Buy	478,521 +7,209	+2%	+$167K	3.35%	9
2021 Q2	$10.7M	Buy	471,312 +4,419	+0.9%	+$100K	3.38%	10
2021 Q1	$10.2M	Sell	466,893 -12,732	-3%	-$265K	3.43%	10
2020 Q4	$9.52M	Buy	479,625 +2,214	+0.5%	+$41.4K	3.42%	10
2020 Q3	$8.3M	Sell	477,411 -7,194	-1%	-$126K	3.21%	9
2020 Q2	$8.1M	Buy	+484,605	New	+$7.91M	3.4%	9

Other funds holding SCHV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SCHV Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6% in Q4 2023, buying an estimated $710K and bringing the position to 570,282 shares worth $13.3M. The position accounts for 3.24% of the portfolio, ranked #10.

Traverso Chambers Private Wealth Management first reported a position in SCHV in Q2 2020 and has held it in 15 quarters since. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

Traverso Chambers Private Wealth Management held 570,282 shares of Schwab US Large-Cap Value ETF worth $13.3M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 32,478 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $710K.
Schwab US Large-Cap Value ETF made up 3.24% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #10 holding.
Traverso Chambers Private Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 15 quarters since.
725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.