WSWA
SCHV

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

Warren Street 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
Q1 		– Sell
-36,867
Closed -$900K – 65
2021
Q4 		$900K Buy
+36,867
New +$873K 0.83% 22

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Warren Street Wealth Advisors's SCHV Position: Q1 2022 in Review

Warren Street Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 36,867 shares — an estimated $900K sold.

Warren Street Wealth Advisors first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $900K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Warren Street Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 36,867 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $900K.
  • Warren Street Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Warren Street Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $900K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.