Bank Hapoalim BM’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-504,000	Closed	-$13.4M	–	131
2025 Q2	$13.4M	Hold	504,000	–	–	1.83%	15
2025 Q1	$13.4M	Hold	504,000	–	–	1.94%	14
2024 Q4	$13.1M	Hold	504,000	–	–	2.12%	14
2024 Q3	$13.5M	Hold	504,000	–	–	2.05%	13
2024 Q2	$12.4M	Buy	+504,000	New	+$12.5M	1.76%	19
2024 Q1	–	Sell	-318,000	Closed	-$7.43M	–	148
2023 Q4	$7.43M	Hold	318,000	–	–	1.02%	33
2023 Q3	$6.83M	Hold	318,000	–	–	1.11%	34
2023 Q2	$7.11M	Sell	318,000 -318,000	-50%	-$6.94M	1.01%	33
2023 Q1	$13.9M	Hold	636,000	–	–	1.92%	15
2022 Q4	$14M	Hold	636,000	–	–	1.74%	18
2022 Q3	$12.4M	Hold	636,000	–	–	1.56%	20
2022 Q2	$13.2M	Hold	636,000	–	–	1.65%	18
2022 Q1	$15.1M	Buy	+636,000	New	+$15.1M	1.58%	15
2021 Q3	–	Sell	-145,098	Closed	-$14.8M	–	246
2021 Q2	$14.8M	Sell	145,098 -505,902	-78%	-$11.5M	1.68%	13
2021 Q1	$14.2M	Buy	+651,000	New	+$13.6M	1.8%	15

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Bank Hapoalim BM's SCHV Position: Q3 2025 in Review

Bank Hapoalim BM sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 504,000 shares — an estimated $13.4M sold.

Bank Hapoalim BM first reported a position in SCHV in Q1 2021 and held it in 15 quarters. The position peaked at $15.1M in Q1 2022. 865 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Bank Hapoalim BM reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Bank Hapoalim BM sold 504,000 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $13.4M.
Bank Hapoalim BM first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 15 quarters.
Bank Hapoalim BM's Schwab US Large-Cap Value ETF position peaked at $15.1M in Q1 2022.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Bank Hapoalim BM's 13F filing for Q3 2025, filed 29 Oct 2025.