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

Wipfli 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
2022 Q3	$5.92M	Sell	303,408 -5,316	-2%	-$114K	0.42%	29
2022 Q2	$6.42M	Sell	308,724 -72,834	-19%	-$1.63M	0.7%	20
2022 Q1	$9.08M	Sell	381,558 -4,416	-1%	-$105K	0.92%	13
2021 Q4	$9.42M	Sell	385,974 -40,713	-10%	-$964K	1.08%	11
2021 Q3	$9.6M	Sell	426,687 -2,886	-0.7%	-$66.8K	1.22%	12
2021 Q2	$9.79M	Sell	429,573 -34,848	-8%	-$791K	1.38%	11
2021 Q1	$10.1M	Buy	464,421 +3,582	+0.8%	+$74.6K	5.5%	4
2020 Q4	$9.14M	Buy	+460,839	New	+$8.62M	5.45%	4

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wipfli Financial Advisors's SCHV Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q3 2022, selling an estimated $114K and leaving 303,408 shares worth $5.92M. The position accounts for 0.42% of the portfolio, ranked #29.

Wipfli Financial Advisors first reported a position in SCHV in Q4 2020 and has held it in 8 quarters since. The position peaked at $10.1M in Q1 2021. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

Wipfli Financial Advisors held 303,408 shares of Schwab US Large-Cap Value ETF worth $5.92M as of Q3 2022.
Wipfli Financial Advisors sold 5,316 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $114K.
Schwab US Large-Cap Value ETF made up 0.42% of Wipfli Financial Advisors's portfolio in Q3 2022, its #29 holding.
Wipfli Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $10.1M in Q1 2021.
638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.