AFP
SCHV

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

Ausdal Financial 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
2026
Q1 		$988K Sell
32,403
-658
-2% -$20.5K 0.04% 395
2025
Q4 		$979K Sell
33,061
-3,664
-10% -$107K 0.05% 374
2025
Q3 		$1.07M Buy
36,725
+18,341
+100% +$521K 0.05% 349
2025
Q2 		$509K Sell
18,384
-15,927
-46% -$419K 0.03% 424
2025
Q1 		$912K Buy
34,311
+16,470
+92% +$442K 0.07% 259
2024
Q4 		$465K Buy
17,841
+10,110
+131% +$273K 0.04% 376
2024
Q3 		$207K Sell
7,731
-1,221
-14% -$31.4K 0.02% 488
2024
Q2 		$221K Sell
8,952
-1,212
-12% -$29.9K 0.02% 455
2024
Q1 		$257K Buy
10,164
+3
+0% +$72 0.03% 400
2023
Q4 		$237K Hold
10,161
– – 0.03% 390
2023
Q3 		$218K Sell
10,161
-186
-2% -$4.18K 0.03% 389
2023
Q2 		$231K Sell
10,347
-6,426
-38% -$140K 0.03% 370
2023
Q1 		$367K Sell
16,773
-11,418
-41% -$254K 0.05% 298
2022
Q4 		$620K Sell
28,191
-22,848
-45% -$495K 0.09% 212
2022
Q3 		$995K Sell
51,039
-10,674
-17% -$230K 0.16% 160
2022
Q2 		$1.28M Sell
61,713
-20,814
-25% -$467K 0.19% 140
2022
Q1 		$1.96M Buy
82,527
+198
+0.2% +$4.69K 0.27% 99
2021
Q4 		$2.01M Buy
82,329
+582
+0.7% +$13.8K 0.27% 104
2021
Q3 		$1.84M Buy
81,747
+4,602
+6% +$106K 0.27% 107
2021
Q2 		$1.76M Sell
77,145
-1,170
-1% -$26.5K 0.27% 111
2021
Q1 		$1.7M Buy
78,315
+738
+1% +$15.4K 0.29% 102
2020
Q4 		$1.54M Buy
77,577
+2,187
+3% +$40.9K 0.3% 98
2020
Q3 		$1.31M Buy
75,390
+483
+0.6% +$8.45K 0.32% 91
2020
Q2 		$1.25M Sell
74,907
-2,112
-3% -$34.5K 0.41% 70
2020
Q1 		$1.23M Buy
77,019
+2,079
+3% +$38.1K 0.43% 65
2019
Q4 		$1.49M Sell
74,940
-3,138
-4% -$60.8K 0.44% 59
2019
Q3 		$1.48M Buy
78,078
+897
+1% +$16.8K 0.52% 54
2019
Q2 		$1.47M Buy
77,181
+4,119
+6% +$76.1K 0.57% 48
2019
Q1 		$1.33M Buy
73,062
+6,945
+11% +$123K 0.54% 46
2018
Q4 		$1.09M Sell
66,117
-27,942
-30% -$494K 0.53% 46
2018
Q3 		$1.76M Buy
94,059
+1,101
+1% +$20.4K 0.5% 47
2018
Q2 		$1.65M Buy
92,958
+1,203
+1% +$21.5K 0.51% 37
2018
Q1 		$1.62M Buy
91,755
+39,606
+76% +$726K 0.56% 36
2017
Q4 		$950K Buy
52,149
+15,474
+42% +$275K 0.34% 86
2017
Q3 		$633K Buy
36,675
+8,760
+31% +$148K 0.25% 119
2017
Q2 		$467K Buy
+27,915
New +$464K 0.2% 144

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

Ausdal Financial Partners's SCHV Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q1 2026, selling an estimated $20.5K and leaving 32,403 shares worth $988K. The position accounts for 0.04% of the portfolio, ranked #395.

Ausdal Financial Partners first reported a position in SCHV in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.01M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ausdal Financial Partners held 32,403 shares of Schwab US Large-Cap Value ETF worth $988K as of Q1 2026.
  • Ausdal Financial Partners sold 658 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $20.5K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #395 holding.
  • Ausdal Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • Ausdal Financial Partners's Schwab US Large-Cap Value ETF position peaked at $2.01M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.