WOC
SCHV

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

West Oak 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
Q3 		– Sell
-390
Closed -$9.63K – 327
2024
Q2 		$9.63K Buy
+390
New +$9.64K ﹤0.01% 254

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

West Oak Capital's SCHV Position: Q3 2024 in Review

West Oak Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 390 shares — an estimated $9.63K sold.

West Oak Capital first reported a position in SCHV in Q2 2024 and held it in 1 quarter. The position peaked at $9.63K in Q2 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • West Oak Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 390 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $9.63K.
  • West Oak Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • West Oak Capital's Schwab US Large-Cap Value ETF position peaked at $9.63K in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.