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

V Wealth 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
2022 Q2	–	Sell	-9,018	Closed	-$215K	–	458
2022 Q1	$215K	Sell	9,018 -561	-6%	-$13.3K	0.03%	412
2021 Q4	$233K	Sell	9,579 -1,170	-11%	-$27.7K	0.03%	407
2021 Q3	$242K	Buy	10,749 +906	+9%	+$21K	0.04%	393
2021 Q2	$224K	Buy	9,843 +12	+0.1%	+$272	0.04%	429
2021 Q1	$214K	Sell	9,831 -14,583	-60%	-$304K	0.04%	394
2020 Q4	$484K	Buy	+24,414	New	+$456K	0.1%	216
2017 Q3	–	Sell	-906	Closed	-$15K	–	612
2017 Q2	$15K	Buy	+906	New	+$15.1K	0.01%	501

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

V Wealth Advisors's SCHV Position: Q2 2022 in Review

V Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 9,018 shares — an estimated $215K sold.

V Wealth Advisors first reported a position in SCHV in Q2 2017 and held it in 7 quarters. The position peaked at $484K in Q4 2020. 649 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

V Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 9,018 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $215K.
V Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and held it in 7 quarters.
V Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $484K in Q4 2020.
649 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.