25 LLC
SCHV icon

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
Q3 		$208K Sell
6,252
-1,238
-17% -$42.6K 0.06% 73
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% +$3.28K 0.06% 62
2023
Q1 		$95.1K Buy
+4,368
New +$97.1K 0.06% 60

Other funds holding SCHV

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

25 LLC's SCHV Position: Q3 2026 in Review

25 LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q3 2026, selling an estimated $42.6K and leaving 6,252 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #73.

25 LLC first reported a position in SCHV in Q1 2023 and has held it in 4 quarters since. The position peaked at $261K in Q2 2026. 534 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • 25 LLC held 6,252 shares of Schwab US Large-Cap Value ETF worth $208K as of Q3 2026.
  • 25 LLC sold 1,238 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $42.6K.
  • Schwab US Large-Cap Value ETF made up 0.06% of 25 LLC's portfolio in Q3 2026, its #73 holding.
  • 25 LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 25 LLC's Schwab US Large-Cap Value ETF position peaked at $261K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.