UR
SCHV

USCA RIA’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

USCA RIA’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
2021
Q2 		$273K Buy
+12,000
New +$272K 0.02% 486

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

USCA RIA's SCHV Position: Q2 2021 in Review

USCA RIA opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2021: 12,000 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #486 among its holdings.

562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • USCA RIA held 12,000 shares of Schwab US Large-Cap Value ETF worth $273K as of Q2 2021.
  • Schwab US Large-Cap Value ETF was a new USCA RIA position in Q2 2021.
  • Schwab US Large-Cap Value ETF made up 0.02% of USCA RIA's portfolio in Q2 2021, its #486 holding.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.