BFWM
SCHV

Bright Futures Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bright Futures Wealth Management’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
-11,115
Closed -$324K – 170
2025
Q3 		$324K Buy
+11,115
New +$316K 0.25% 98
2025
Q1 		$269K Sell
10,967
-391
-3% -$10.5K 0.3% 88
2024
Q4 		$308K Buy
+11,358
New +$307K 0.27% 93

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Bright Futures Wealth Management's SCHV Position: Q4 2025 in Review

Bright Futures Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 11,115 shares — an estimated $324K sold.

Bright Futures Wealth Management first reported a position in SCHV in Q4 2024 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Bright Futures Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 11,115 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $324K.
  • Bright Futures Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Schwab US Large-Cap Value ETF position peaked at $324K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Bright Futures Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.