AP
SCHV

Adero Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Adero Partners’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
2025
Q1 		$205K Hold
7,697
– – 0.01% 233
2024
Q4 		$201K Sell
7,697
-160
-2% -$4.32K 0.01% 236
2024
Q3 		$211K Buy
+7,857
New +$202K 0.01% 213
2021
Q2 		– Sell
-9,597
Closed -$209K – 136
2021
Q1 		$209K Buy
+9,597
New +$200K 0.09% 112

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Adero Partners's SCHV Position: Q1 2025 in Review

Adero Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2025 at 7,697 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #233.

Adero Partners first reported a position in SCHV in Q1 2021 and has held it in 4 quarters since. The position peaked at $211K in Q3 2024. 844 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Adero Partners held 7,697 shares of Schwab US Large-Cap Value ETF worth $205K as of Q1 2025.
  • Adero Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2025.
  • Schwab US Large-Cap Value ETF made up 0.01% of Adero Partners's portfolio in Q1 2025, its #233 holding.
  • Adero Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 4 quarters since.
  • Adero Partners's Schwab US Large-Cap Value ETF position peaked at $211K in Q3 2024.
  • 844 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.