WFA
SCHV

WestHill Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WestHill Financial Advisors’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
Q4 		– Sell
-939
Closed -$20.2K – 107
2023
Q3 		$20.2K Buy
+939
New +$21.1K 0.01% 97

Other funds holding SCHV

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MG
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WestHill Financial Advisors's SCHV Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2023, closing a stake of 939 shares — an estimated $20.2K sold.

WestHill Financial Advisors first reported a position in SCHV in Q3 2023 and held it in 1 quarter. The position peaked at $20.2K in Q3 2023. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

  • WestHill Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 939 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $20.2K.
  • WestHill Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • WestHill Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $20.2K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.