Briaud Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Briaud Financial Planning’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	-2,112	Closed	-$58K	–	280
2025 Q2	$58K	Hold	2,112	–	–	0.02%	92
2025 Q1	$56K	Buy	2,112 +555	+36%	+$14.9K	0.02%	80
2024 Q4	$40K	Hold	1,557	–	–	0.02%	88
2024 Q3	$41K	Hold	1,557	–	–	0.02%	71
2024 Q2	$38K	Hold	1,557	–	–	0.02%	67
2024 Q1	$40K	Buy	+1,557	New	+$37.3K	0.02%	66
2023 Q4	–	Sell	-1,557	Closed	-$33K	–	133
2023 Q3	$33K	Buy	+1,557	New	+$35K	0.03%	69

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $13.5B AUM 24.62% 1-Year Est. Return

Briaud Financial Planning's SCHV Position: Q3 2025 in Review

Briaud Financial Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 2,112 shares — an estimated $58K sold.

Briaud Financial Planning first reported a position in SCHV in Q3 2023 and held it in 7 quarters. The position peaked at $58K in Q2 2025. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Briaud Financial Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 2,112 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $58K.
Briaud Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Schwab US Large-Cap Value ETF position peaked at $58K in Q2 2025.
868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.