Wolverine Trading
SCHV

Wolverine Trading’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wolverine Trading’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
2019
Q2 		– Sell
-14,400
Closed -$263K – 5036
2019
Q1 		$263K Buy
+14,400
New +$256K ﹤0.01% 3521

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MG
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Osaic Holdings
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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

Wolverine Trading's SCHV Position: Q1 2024 in Review

Wolverine Trading sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 10,983 shares — an estimated $257K sold.

Wolverine Trading first reported a position in SCHV in Q3 2017 and held it in 3 quarters. The position peaked at $820K in Q4 2017. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

  • Wolverine Trading reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Wolverine Trading sold 10,983 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $257K.
  • Wolverine Trading first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and held it in 3 quarters.
  • Wolverine Trading's Schwab US Large-Cap Value ETF position peaked at $820K in Q4 2017.
  • 753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.