2L
SCHV

25 LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

25 LLC’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
2026
Q2 		$261K Buy
+7,490
New +$247K 0.07% 68
2023
Q3 		– Sell
-4,518
Closed -$102K – 459
2023
Q2 		$102K Buy
4,518
+150
+3% +$3.27K 0.06% 62
2023
Q1 		$95.1K Buy
+4,368
New +$97.1K 0.06% 60

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

25 LLC's SCHV Position: Q2 2026 in Review

25 LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 7,490 shares worth $261K. The stake represents 0.07% of the portfolio and ranks #68 among its holdings. This is a return to the name: 25 LLC previously reported a position in SCHV as recently as Q2 2023.

25 LLC first reported a position in SCHV in Q1 2023 and has held it in 3 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • 25 LLC held 7,490 shares of Schwab US Large-Cap Value ETF worth $261K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new 25 LLC position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.07% of 25 LLC's portfolio in Q2 2026, its #68 holding.
  • 25 LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.