WP
SCHV

WealthPLAN Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,839
Closed -$41.1K – 999
2023
Q2 		$41.1K Sell
1,839
-4,095
-69% -$89.4K 0.01% 545
2023
Q1 		$130K Buy
+5,934
New +$132K 0.01% 376
2022
Q1 		– Sell
-9,273
Closed -$220K – 401
2021
Q4 		$220K Buy
+9,273
New +$220K 0.01% 354

Other funds holding SCHV

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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

WealthPLAN Partners's SCHV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 1,839 shares — an estimated $41.1K sold.

WealthPLAN Partners first reported a position in SCHV in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 647 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,839 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $41.1K.
  • WealthPLAN Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Schwab US Large-Cap Value ETF position peaked at $220K in Q4 2021.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.