BI
SCHV

Binnacle Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Binnacle Investments’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 		$1.6M Sell
54,945
-725
-1% -$20.6K 0.94% 17
2025
Q2 		$1.54M Buy
55,670
+53
+0.1% +$1.39K 1% 16
2025
Q1 		$1.48M Buy
+55,617
New +$1.49M 1.08% 17

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
Wealth Enhancement Advisory Services
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

Binnacle Investments's SCHV Position: Q3 2025 in Review

Binnacle Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q3 2025, selling an estimated $20.6K and leaving 54,945 shares worth $1.6M. The position accounts for 0.94% of the portfolio, ranked #17.

Binnacle Investments first reported a position in SCHV in Q1 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Binnacle Investments held 54,945 shares of Schwab US Large-Cap Value ETF worth $1.6M as of Q3 2025.
  • Binnacle Investments sold 725 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $20.6K.
  • Schwab US Large-Cap Value ETF made up 0.94% of Binnacle Investments's portfolio in Q3 2025, its #17 holding.
  • Binnacle Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.