ACI
SCHV

Alpha Cubed Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Alpha Cubed Investments’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
Q4 		$558K Buy
18,857
+144
+0.8% +$4.21K 0.02% 171
2025
Q3 		$545K Sell
18,713
-5,537
-23% -$157K 0.02% 171
2025
Q2 		$671K Buy
24,250
+3,643
+18% +$95.7K 0.03% 150
2025
Q1 		$548K Buy
20,607
+524
+3% +$14.1K 0.02% 162
2024
Q4 		$524K Buy
20,083
+187
+0.9% +$5.05K 0.02% 151
2024
Q3 		$533K Sell
19,896
-62,469
-76% -$1.6M 0.02% 145
2024
Q2 		$2.03M Buy
82,365
+2,985
+4% +$73.8K 0.1% 88
2024
Q1 		$2.01M Buy
79,380
+2,031
+3% +$48.7K 0.11% 89
2023
Q4 		$1.81M Sell
77,349
-135
-0.2% -$2.95K 0.1% 94
2023
Q3 		$1.66M Sell
77,484
-1,374
-2% -$30.9K 0.11% 86
2023
Q2 		$1.76M Sell
78,858
-663
-0.8% -$14.5K 0.12% 87
2023
Q1 		$1.74M Sell
79,521
-2,631
-3% -$58.5K 0.13% 90
2022
Q4 		$1.81M Sell
82,152
-4,734
-5% -$102K 0.14% 92
2022
Q3 		$1.7M Buy
86,886
+1,881
+2% +$40.5K 0.13% 91
2022
Q2 		$1.77M Buy
85,005
+18,744
+28% +$421K 0.13% 99
2022
Q1 		$1.58M Buy
66,261
+9,186
+16% +$217K 0.1% 108
2021
Q4 		$1.39M Sell
57,075
-564
-1% -$13.4K 0.09% 109
2021
Q3 		$1.3M Buy
57,639
+1,224
+2% +$28.3K 0.1% 107
2021
Q2 		$1.29M Sell
56,415
-24
-0% -$544 0.09% 107
2021
Q1 		$1.23M Buy
56,439
+1,737
+3% +$36.2K 0.1% 111
2020
Q4 		$1.08M Buy
54,702
+1,335
+3% +$25K 0.09% 111
2020
Q3 		$928K Buy
53,367
+72
+0.1% +$1.26K 0.09% 104
2020
Q2 		$890K Sell
53,295
-2,112
-4% -$34.5K 0.1% 91
2020
Q1 		$818K Sell
55,407
-6,675
-11% -$122K 0.1% 93
2019
Q4 		$1.24M Hold
62,082
– – 0.13% 96
2019
Q3 		$1.17M Hold
62,082
– – 0.14% 89
2019
Q2 		$1.16M Hold
62,082
– – 0.13% 93
2019
Q1 		$1.13M Sell
62,082
-3,150
-5% -$55.9K 0.14% 90
2018
Q4 		$1.07M Sell
65,232
-7,260
-10% -$128K 0.16% 84
2018
Q3 		$1.31M Hold
72,492
– – 0.15% 99
2018
Q2 		$1.28M Sell
72,492
-720
-1% -$12.8K 0.17% 81
2018
Q1 		$1.29M Buy
73,212
+2,010
+3% +$36.8K 0.17% 81
2017
Q4 		$1.3M Hold
71,202
– – 0.17% 84
2017
Q3 		$1.23M Buy
71,202
+10,050
+16% +$170K 0.19% 81
2017
Q2 		$1.02M Buy
61,152
+2,400
+4% +$39.9K 0.18% 79
2017
Q1 		$973K Buy
+58,752
New +$966K 0.2% 71

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Alpha Cubed Investments's SCHV Position: Q4 2025 in Review

Alpha Cubed Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.77% in Q4 2025, buying an estimated $4.21K and bringing the position to 18,857 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #171.

Alpha Cubed Investments first reported a position in SCHV in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.03M in Q2 2024. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Alpha Cubed Investments held 18,857 shares of Schwab US Large-Cap Value ETF worth $558K as of Q4 2025.
  • Alpha Cubed Investments bought 144 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $4.21K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #171 holding.
  • Alpha Cubed Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 36 quarters since.
  • Alpha Cubed Investments's Schwab US Large-Cap Value ETF position peaked at $2.03M in Q2 2024.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.