AHL Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AHL Investment 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
2025 Q3	$353K	Hold	12,114	–	–	0.24%	55
2025 Q2	$335K	Hold	12,114	–	–	0.22%	55
2025 Q1	$322K	Hold	12,114	–	–	0.22%	57
2024 Q4	$316K	Hold	12,114	–	–	0.22%	56
2024 Q3	$325K	Hold	12,114	–	–	0.22%	58
2024 Q2	$299K	Hold	12,114	–	–	0.22%	59
2024 Q1	$307K	Hold	12,114	–	–	0.24%	55
2023 Q4	$283K	Hold	12,114	–	–	0.23%	52
2023 Q3	$260K	Hold	12,114	–	–	0.23%	53
2023 Q2	$271K	Hold	12,114	–	–	0.24%	52
2023 Q1	$265K	Hold	12,114	–	–	0.24%	53
2022 Q4	$267K	Sell	12,114 -19,473	-62%	-$422K	0.25%	53
2022 Q3	$616K	Hold	31,587	–	–	0.63%	40
2022 Q2	$657K	Buy	31,587 +3,060	+11%	+$68.7K	0.66%	40
2022 Q1	$679K	Hold	28,527	–	–	0.62%	38
2021 Q4	$696K	Buy	+28,527	New	+$676K	0.64%	41

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

AHL Investment Management's SCHV Position: Q3 2025 in Review

AHL Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2025 at 12,114 shares worth $353K. The position accounts for 0.24% of the portfolio, ranked #55.

AHL Investment Management first reported a position in SCHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $696K in Q4 2021. 866 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

AHL Investment Management held 12,114 shares of Schwab US Large-Cap Value ETF worth $353K as of Q3 2025.
AHL Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2025.
Schwab US Large-Cap Value ETF made up 0.24% of AHL Investment Management's portfolio in Q3 2025, its #55 holding.
AHL Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's Schwab US Large-Cap Value ETF position peaked at $696K in Q4 2021.
866 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.