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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Management Resources's SCHV Position: Q4 2024 in Review

Wealth Management Resources sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 7,512 shares — an estimated $201K sold.

Wealth Management Resources first reported a position in SCHV in Q4 2021 and held it in 11 quarters. The position peaked at $859K in Q4 2021. 826 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

Wealth Management Resources reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Wealth Management Resources sold 7,512 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $201K.
Wealth Management Resources first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 11 quarters.
Wealth Management Resources's Schwab US Large-Cap Value ETF position peaked at $859K in Q4 2021.
826 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Wealth Management Resources's 13F filing for Q4 2024, filed 21 Jan 2025.