Balanced Rock Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Balanced Rock Investment Advisors’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 Q1	–	Sell	-8,273	Closed	-$216K	–	91
2024 Q4	$216K	Sell	8,273 -25	-0.3%	-$675	0.17%	85
2024 Q3	$222K	Hold	8,298	–	–	0.17%	84
2024 Q2	$205K	Sell	8,298 -4,089	-33%	-$101K	0.17%	83
2024 Q1	$314K	Sell	12,387 -9,510	-43%	-$228K	0.27%	67
2023 Q4	$512K	Buy	+21,897	New	+$479K	0.45%	57

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Balanced Rock Investment Advisors's SCHV Position: Q1 2025 in Review

Balanced Rock Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 8,273 shares — an estimated $216K sold.

Balanced Rock Investment Advisors first reported a position in SCHV in Q4 2023 and held it in 5 quarters. The position peaked at $512K in Q4 2023. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

Balanced Rock Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Balanced Rock Investment Advisors sold 8,273 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $216K.
Balanced Rock Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 5 quarters.
Balanced Rock Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $512K in Q4 2023.
843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.