Beck Mack & Oliver’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beck Mack & Oliver’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	$279K	Hold	9,134	–	–	0.01%	171
2025 Q4	$270K	Hold	9,134	–	–	﹤0.01%	170
2025 Q3	$266K	Hold	9,134	–	–	﹤0.01%	160
2025 Q2	$253K	Hold	9,134	–	–	﹤0.01%	166
2025 Q1	$243K	Hold	9,134	–	–	﹤0.01%	163
2024 Q4	$238K	Sell	9,134 -3,001	-25%	-$81K	﹤0.01%	163
2024 Q3	$325K	Buy	12,135 +138	+1%	+$3.54K	0.01%	146
2024 Q2	$296K	Hold	11,997	–	–	0.01%	147
2024 Q1	$304K	Sell	11,997 -4,572	-28%	-$110K	0.01%	145
2023 Q4	$387K	Buy	16,569 +117	+0.7%	+$2.56K	0.01%	136
2023 Q3	$354K	Buy	+16,452	New	+$369K	0.01%	134

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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