WMR
SCHV

Wealth Management Resources’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealth Management Resources’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
Q4 		– Sell
-7,512
Closed -$201K – 33
2024
Q3 		$201K Buy
+7,512
New +$193K 0.08% 31
2024
Q2 		– Sell
-8,967
Closed -$227K – 39
2024
Q1 		$227K Sell
8,967
-1,167
-12% -$28K 0.1% 39
2023
Q4 		$237K Sell
10,134
-540
-5% -$11.8K 0.11% 37
2023
Q3 		$239K Hold
10,674
– – 0.12% 38
2023
Q2 		$239K Sell
10,674
-24,162
-69% -$528K 0.14% 36
2023
Q1 		$758K Sell
34,836
-792
-2% -$17.6K 0.47% 26
2022
Q4 		$784K Sell
35,628
-327
-0.9% -$7.08K 0.51% 24
2022
Q3 		$701K Buy
35,955
+384
+1% +$8.27K 0.47% 24
2022
Q2 		$740K Buy
35,571
+204
+0.6% +$4.58K 0.46% 23
2022
Q1 		$842K Buy
35,367
+153
+0.4% +$3.62K 0.58% 22
2021
Q4 		$859K Buy
+35,214
New +$834K 0.55% 25

Other funds holding SCHV

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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