VF
SCHV

VitalStone Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

VitalStone Financial’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
2023
Q2 		– Sell
-53,418
Closed -$1.3M – 1032
2023
Q1 		$1.3M Buy
+53,418
New +$1.19M 1.07% 19

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Osaic Holdings
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APP
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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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VitalStone Financial's SCHV Position: Q2 2023 in Review

VitalStone Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 53,418 shares — an estimated $1.3M sold.

VitalStone Financial first reported a position in SCHV in Q1 2023 and held it in 1 quarter. The position peaked at $1.3M in Q1 2023. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

  • VitalStone Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • VitalStone Financial sold 53,418 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $1.3M.
  • VitalStone Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • VitalStone Financial's Schwab US Large-Cap Value ETF position peaked at $1.3M in Q1 2023.
  • 684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.