BPWM
SCHV

Badgley Phelps Wealth Managers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Badgley Phelps Wealth Managers’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
-7,707
Closed -$228K – 339
2025
Q4 		$228K Buy
+7,707
New +$225K ﹤0.01% 308

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

Badgley Phelps Wealth Managers's SCHV Position: Q1 2026 in Review

Badgley Phelps Wealth Managers sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,707 shares — an estimated $228K sold.

Badgley Phelps Wealth Managers first reported a position in SCHV in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Badgley Phelps Wealth Managers reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 7,707 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $228K.
  • Badgley Phelps Wealth Managers first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Schwab US Large-Cap Value ETF position peaked at $228K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.