VA
SCHV

Vident Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vident Advisory’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
-15,612
Closed -$386K – 1536
2024
Q2 		$386K Buy
+15,612
New +$386K 0.01% 1031

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Vident Advisory's SCHV Position: Q3 2024 in Review

Vident Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 15,612 shares — an estimated $386K sold.

Vident Advisory first reported a position in SCHV in Q2 2024 and held it in 1 quarter. The position peaked at $386K in Q2 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Vident Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Vident Advisory sold 15,612 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $386K.
  • Vident Advisory first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Vident Advisory's Schwab US Large-Cap Value ETF position peaked at $386K in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Vident Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.