AP
SCHV

Atwood & Palmer’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-270
Closed -$8K – 553
2025
Q4 		$8K Hold
270
– – ﹤0.01% 397
2025
Q3 		$7.86K Buy
+270
New +$7.67K ﹤0.01% 402
2016
Q1 		– Sell
-474
Closed -$7K – 378
2015
Q4 		$7K Buy
+474
New +$6.73K ﹤0.01% 341

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Atwood & Palmer's SCHV Position: Q1 2026 in Review

Atwood & Palmer sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 270 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in SCHV in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2025. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Atwood & Palmer reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 270 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $8K.
  • Atwood & Palmer first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and held it in 3 quarters.
  • Atwood & Palmer's Schwab US Large-Cap Value ETF position peaked at $8K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.