WBC
SCHV

West Branch Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

West Branch Capital’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
Q1 		– Sell
-654
Closed -$15.3K – 443
2023
Q4 		$15.3K Buy
+654
New +$14.3K 0.01% 247

Other funds holding SCHV

Financial Engines Advisors
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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

West Branch Capital's SCHV Position: Q1 2024 in Review

West Branch Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 654 shares — an estimated $15.3K sold.

West Branch Capital first reported a position in SCHV in Q4 2023 and held it in 1 quarter. The position peaked at $15.3K in Q4 2023. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • West Branch Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • West Branch Capital sold 654 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $15.3K.
  • West Branch Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • West Branch Capital's Schwab US Large-Cap Value ETF position peaked at $15.3K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on West Branch Capital's 13F filing for Q1 2024, filed 24 Apr 2024.