WWP
SCHV

WR Wealth Planners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WR Wealth Planners’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
Q4 		$14.1K Hold
540
– – ﹤0.01% 540
2024
Q3 		$14.5K Buy
+540
New +$13.9K ﹤0.01% 570

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.02B AUM 20% 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

WR Wealth Planners's SCHV Position: Q4 2024 in Review

WR Wealth Planners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2024 at 540 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

WR Wealth Planners first reported a position in SCHV in Q3 2024 and has held it in 2 quarters since. The position peaked at $14.5K in Q3 2024. 824 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • WR Wealth Planners held 540 shares of Schwab US Large-Cap Value ETF worth $14.1K as of Q4 2024.
  • WR Wealth Planners left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2024.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #540 holding.
  • WR Wealth Planners first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Schwab US Large-Cap Value ETF position peaked at $14.5K in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.