BFP
SCHV

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
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