BIA
SCHV

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

Bell 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
2026
Q1 		$263K Buy
8,610
+2,121
+33% +$66.1K 0.04% 111
2025
Q4 		$192K Hold
6,489
– – 0.03% 127
2025
Q3 		$189K Sell
6,489
-5,877
-48% -$167K 0.03% 122
2025
Q2 		$342K Hold
12,366
– – 0.06% 91
2025
Q1 		$329K Hold
12,366
– – 0.06% 82
2024
Q4 		$322K Hold
12,366
– – 0.06% 84
2024
Q3 		$331K Hold
12,366
– – 0.06% 81
2024
Q2 		$305K Buy
12,366
+12,339
+45,700% +$305K 0.06% 84
2024
Q1 		$684 Hold
27
– – ﹤0.01% 1715
2023
Q4 		$631 Hold
27
– – ﹤0.01% 1736
2023
Q3 		$581 Hold
27
– – ﹤0.01% 1732
2023
Q2 		$604 Hold
27
– – ﹤0.01% 1752
2023
Q1 		$591 Hold
27
– – ﹤0.01% 1752
2022
Q4 		$594 Hold
27
– – ﹤0.01% 1731
2022
Q3 		$1K Hold
27
– – ﹤0.01% 1561
2022
Q2 		$1K Buy
+27
New +$606 ﹤0.01% 1583
2021
Q4 		$1K Hold
27
– – ﹤0.01% 1589
2021
Q3 		$1K Buy
+27
New +$625 ﹤0.01% 1547

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