VWA
SCHV

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

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MG
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SEI Investments
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Osaic Holdings
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return