TW
SCHV

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

TrinityPoint Wealth’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 		$456K Buy
17,497
+97
+0.6% +$2.62K 0.06% 234
2024
Q3 		$466K Buy
17,400
+1,095
+7% +$28.1K 0.07% 225
2024
Q2 		$403K Hold
16,305
– – 0.06% 226
2024
Q1 		$413K Buy
16,305
+6
+0% +$144 0.07% 213
2023
Q4 		$381K Sell
16,299
-2,259
-12% -$49.4K 0.07% 215
2023
Q3 		$399K Buy
18,558
+3,570
+24% +$80.2K 0.08% 204
2023
Q2 		$335K Buy
14,988
+3
+0% +$66 0.07% 214
2023
Q1 		$328K Buy
14,985
+6
+0% +$133 0.07% 211
2022
Q4 		$330K Buy
14,979
+156
+1% +$3.38K 0.08% 205
2022
Q3 		$289K Buy
14,823
+3
+0% +$65 0.07% 209
2022
Q2 		$308K Buy
14,820
+2,766
+23% +$62.1K 0.07% 210
2022
Q1 		$287K Buy
+12,054
New +$285K 0.05% 251

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

TrinityPoint Wealth's SCHV Position: Q4 2024 in Review

TrinityPoint Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.56% in Q4 2024, buying an estimated $2.62K and bringing the position to 17,497 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #234.

TrinityPoint Wealth first reported a position in SCHV in Q1 2022 and has held it in 12 quarters since. The position peaked at $466K in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • TrinityPoint Wealth held 17,497 shares of Schwab US Large-Cap Value ETF worth $456K as of Q4 2024.
  • TrinityPoint Wealth bought 97 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $2.62K.
  • Schwab US Large-Cap Value ETF made up 0.06% of TrinityPoint Wealth's portfolio in Q4 2024, its #234 holding.
  • TrinityPoint Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 12 quarters since.
  • TrinityPoint Wealth's Schwab US Large-Cap Value ETF position peaked at $466K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.