YHB Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

YHB Investment 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 Q3	–	Sell	-10,647	Closed	-$238K	–	282
2023 Q2	$238K	Sell	10,647 -285	-3%	-$6.22K	0.02%	256
2023 Q1	$239K	Buy	10,932 +78	+0.7%	+$1.73K	0.02%	258
2022 Q4	$239K	Sell	10,854 -195	-2%	-$4.22K	0.03%	259
2022 Q3	$215K	Sell	11,049 -99	-0.9%	-$2.13K	0.02%	265
2022 Q2	$232K	Buy	11,148 +162	+1%	+$3.64K	0.02%	250
2022 Q1	$261K	Sell	10,986 -423	-4%	-$10K	0.02%	254
2021 Q4	$278K	Sell	11,409 -858	-7%	-$20.3K	0.02%	272
2021 Q3	$276K	Buy	12,267 +630	+5%	+$14.6K	0.02%	259
2021 Q2	$265K	Buy	11,637 +600	+5%	+$13.6K	0.02%	263
2021 Q1	$248K	Sell	11,037 -60	-0.5%	-$1.25K	0.02%	267
2020 Q4	$220K	Buy	+11,097	New	+$207K	0.02%	267

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

YHB Investment Advisors's SCHV Position: Q3 2023 in Review

YHB Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 10,647 shares — an estimated $238K sold.

YHB Investment Advisors first reported a position in SCHV in Q4 2020 and held it in 11 quarters. The position peaked at $278K in Q4 2021. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

YHB Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
YHB Investment Advisors sold 10,647 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $238K.
YHB Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 11 quarters.
YHB Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $278K in Q4 2021.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.