WQ
SCHV

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

Wealth Quarterback’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
2021
Q3 		$36K Buy
+1,626
New +$37.6K 0.02% 288
2020
Q2 		– Sell
-1,155
Closed -$17K – 635
2020
Q1 		$17K Sell
1,155
-169,338
-99% -$3.1M 0.02% 371
2019
Q4 		$1.15K Buy
+170,493
New +$3.3M ﹤0.01% 828

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealth Quarterback's SCHV Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2021: 1,626 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in SCHV as recently as Q1 2020.

Wealth Quarterback first reported a position in SCHV in Q4 2019 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Wealth Quarterback held 1,626 shares of Schwab US Large-Cap Value ETF worth $36K as of Q3 2021.
  • Schwab US Large-Cap Value ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab US Large-Cap Value ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #288 holding.
  • Wealth Quarterback first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.