WT Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WT Wealth Management’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	–	Sell	-19,227	Closed	-$400K	–	103
2022 Q2	$400K	Sell	19,227 -10,728	-36%	-$241K	0.2%	86
2022 Q1	$713K	Sell	29,955 -585	-2%	-$13.8K	0.27%	82
2021 Q4	$745K	Buy	30,540 +843	+3%	+$20K	0.27%	80
2021 Q3	$668K	Sell	29,697 -495	-2%	-$11.5K	0.26%	86
2021 Q2	$688K	Sell	30,192 -84	-0.3%	-$1.91K	0.28%	92
2021 Q1	$659K	Sell	30,276 -2,772	-8%	-$57.7K	0.3%	90
2020 Q4	$655K	Sell	33,048 -9,945	-23%	-$186K	0.36%	83
2020 Q3	$747K	Buy	42,993 +1,857	+5%	+$32.5K	0.49%	57
2020 Q2	$687K	Sell	41,136 -1,065	-3%	-$17.4K	0.55%	46
2020 Q1	$622K	Buy	42,201 +1,392	+3%	+$25.5K	0.66%	34
2019 Q4	$817K	Buy	40,809 +6,246	+18%	+$121K	0.62%	34
2019 Q3	$653K	Buy	+34,563	New	+$647K	0.57%	40

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WT Wealth Management's SCHV Position: Q3 2022 in Review

WT Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 19,227 shares — an estimated $400K sold.

WT Wealth Management first reported a position in SCHV in Q3 2019 and held it in 12 quarters. The position peaked at $817K in Q4 2019. 640 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

WT Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
WT Wealth Management sold 19,227 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $400K.
WT Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 12 quarters.
WT Wealth Management's Schwab US Large-Cap Value ETF position peaked at $817K in Q4 2019.
640 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on WT Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.