Tyler-Stone Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-534	Closed	-$13.2K	–	824
2024 Q2	$13.2K	Hold	534	–	–	0.01%	609
2024 Q1	$13.6K	Buy	534 +3	+0.6%	+$72	0.01%	599
2023 Q4	$12.4K	Buy	531 +3	+0.6%	+$66	0.01%	600
2023 Q3	$11K	Buy	528 +3	+0.6%	+$67	0.01%	596
2023 Q2	$12K	Buy	+525	New	+$11.5K	0.01%	576
2022 Q4	$11K	Buy	519 +3	+0.6%	+$65	0.01%	545
2022 Q3	$10K	Buy	516 +3	+0.6%	+$65	0.01%	541
2022 Q2	$11K	Buy	513 +3	+0.6%	+$67	0.01%	540
2022 Q1	$12K	Hold	510	–	–	0.01%	543
2021 Q4	$12K	Buy	+510	New	+$12.1K	0.01%	580

Other funds holding SCHV

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Tyler-Stone Wealth Management's SCHV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 534 shares — an estimated $13.2K sold.

Tyler-Stone Wealth Management first reported a position in SCHV in Q4 2021 and held it in 10 quarters. The position peaked at $13.6K in Q1 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 534 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $13.2K.
Tyler-Stone Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Schwab US Large-Cap Value ETF position peaked at $13.6K in Q1 2024.
785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.