TCA
SCHV

Trifecta Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Trifecta Capital 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
2024
Q4 		– Sell
-375
Closed -$10K – 420
2024
Q3 		$10K Hold
375
– – ﹤0.01% 217
2024
Q2 		$9.26K Hold
375
– – ﹤0.01% 221
2024
Q1 		$9.5K Hold
375
– – ﹤0.01% 204
2023
Q4 		$8.76K Hold
375
– – ﹤0.01% 207
2023
Q3 		$8.06K Buy
375
+75
+25% +$1.68K ﹤0.01% 221
2023
Q2 		$6.71K Buy
+300
New +$6.55K ﹤0.01% 216

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Trifecta Capital Advisors's SCHV Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 375 shares — an estimated $10K sold.

Trifecta Capital Advisors first reported a position in SCHV in Q2 2023 and held it in 6 quarters. The position peaked at $10K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 375 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $10K.
  • Trifecta Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 6 quarters.
  • Trifecta Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $10K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.