WWA
SCHV

WC Walker & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WC Walker & Associates’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
Q4 		$253K Hold
11,331
– – 0.13% 70
2022
Q3 		$241K Buy
+11,331
New +$244K 0.14% 71

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

WC Walker & Associates's SCHV Position: Q4 2022 in Review

WC Walker & Associates held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2022 at 11,331 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #70.

WC Walker & Associates first reported a position in SCHV in Q3 2022 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • WC Walker & Associates held 11,331 shares of Schwab US Large-Cap Value ETF worth $253K as of Q4 2022.
  • WC Walker & Associates left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2022.
  • Schwab US Large-Cap Value ETF made up 0.13% of WC Walker & Associates's portfolio in Q4 2022, its #70 holding.
  • WC Walker & Associates first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.