BBW
SCHV

Blue Barn Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-20,071
Closed -$584K – 141
2025
Q3 		$584K Buy
20,071
+90
+0.5% +$2.56K 0.26% 57
2025
Q2 		$553K Sell
19,981
-128
-0.6% -$3.36K 0.26% 55
2025
Q1 		$534K Sell
20,109
-729
-3% -$19.6K 0.28% 55
2024
Q4 		$543K Buy
20,838
+273
+1% +$7.37K 0.29% 60
2024
Q3 		$551K Buy
20,565
+195
+1% +$5.01K 0.28% 61
2024
Q2 		$503K Buy
20,370
+2,211
+12% +$54.6K 0.28% 59
2024
Q1 		$460K Sell
18,159
-3,036
-14% -$72.8K 0.26% 67
2023
Q4 		$495K Sell
21,195
-2,781
-12% -$60.8K 0.29% 59
2023
Q3 		$515K Sell
23,976
-1,506
-6% -$33.8K 0.34% 53
2023
Q2 		$570K Sell
25,482
-1,155
-4% -$25.2K 0.37% 47
2023
Q1 		$582K Sell
26,637
-4,089
-13% -$90.9K 0.36% 50
2022
Q4 		$676K Sell
30,726
-1,782
-5% -$38.6K 0.45% 43
2022
Q3 		$634K Sell
32,508
-1,692
-5% -$36.4K 0.45% 41
2022
Q2 		$712K Sell
34,200
-393
-1% -$8.82K 0.55% 36
2022
Q1 		$823K Buy
34,593
+87
+0.3% +$2.06K 0.57% 36
2021
Q4 		$842K Sell
34,506
-6,549
-16% -$155K 0.57% 37
2021
Q3 		$923K Sell
41,055
-654
-2% -$15.1K 0.81% 30
2021
Q2 		$951K Buy
+41,709
New +$946K 0.98% 29

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

Blue Barn Wealth's SCHV Position: Q4 2025 in Review

Blue Barn Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 20,071 shares — an estimated $584K sold.

Blue Barn Wealth first reported a position in SCHV in Q2 2021 and held it in 18 quarters. The position peaked at $951K in Q2 2021. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Blue Barn Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 20,071 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $584K.
  • Blue Barn Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Schwab US Large-Cap Value ETF position peaked at $951K in Q2 2021.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.