BFM
SCHV

Broadview Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Broadview Financial 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
2026
Q1 		$2.69M Sell
88,327
-2,377
-3% -$74.1K 1.84% 15
2025
Q4 		$2.69M Buy
90,704
+486
+0.5% +$14.2K 1.8% 15
2025
Q3 		$2.63M Sell
90,218
-3,707
-4% -$105K 1.77% 16
2025
Q2 		$2.6M Buy
93,925
+478
+0.5% +$12.6K 1.77% 16
2025
Q1 		$2.48M Sell
93,447
-940
-1% -$25.2K 1.85% 17
2024
Q4 		$2.46M Sell
94,387
-701
-0.7% -$18.9K 1.76% 17
2024
Q3 		$2.55M Buy
95,088
+681
+0.7% +$17.5K 1.72% 17
2024
Q2 		$2.33M Sell
94,407
-1,458
-2% -$36K 1.7% 16
2024
Q1 		$2.43M Sell
95,865
-81
-0.1% -$1.94K 1.77% 17
2023
Q4 		$2.24M Buy
95,946
+228
+0.2% +$4.99K 1.73% 17
2023
Q3 		$2.06M Buy
95,718
+417
+0.4% +$9.37K 1.9% 16
2023
Q2 		$2.13M Buy
95,301
+1,806
+2% +$39.4K 1.82% 16
2023
Q1 		$2.04M Buy
93,495
+1,806
+2% +$40.1K 1.78% 16
2022
Q4 		$2.02M Sell
91,689
-4,659
-5% -$101K 1.81% 16
2022
Q3 		$1.88M Sell
96,348
-2,310
-2% -$49.7K 1.88% 16
2022
Q2 		$2.05M Sell
98,658
-6,441
-6% -$145K 1.91% 15
2022
Q1 		$2.5M Buy
105,099
+843
+0.8% +$20K 1.85% 16
2021
Q4 		$2.54M Sell
104,256
-2,130
-2% -$50.5K 1.81% 16
2021
Q3 		$2.39M Sell
106,386
-684
-0.6% -$15.8K 1.85% 16
2021
Q2 		$2.44M Sell
107,070
-3,165
-3% -$71.8K 1.84% 16
2021
Q1 		$2.4M Sell
110,235
-12,693
-10% -$264K 1.86% 17
2020
Q4 		$2.44M Sell
122,928
-3,219
-3% -$60.2K 1.87% 16
2020
Q3 		$2.19M Sell
126,147
-8,829
-7% -$154K 1.85% 16
2020
Q2 		$2.25M Sell
134,976
-366
-0.3% -$5.98K 1.8% 17
2020
Q1 		$2M Buy
135,342
+8,235
+6% +$151K 1.79% 17
2019
Q4 		$2.55M Sell
127,107
-921
-0.7% -$17.8K 1.77% 19
2019
Q3 		$2.42M Buy
128,028
+1,314
+1% +$24.6K 1.8% 18
2019
Q2 		$2.37M Buy
126,714
+12,264
+11% +$227K 1.78% 18
2019
Q1 		$2.09M Buy
114,450
+54,849
+92% +$973K 1.63% 18
2018
Q4 		$979K Sell
59,601
-9,945
-14% -$176K 0.87% 25
2018
Q3 		$1.3M Buy
69,546
+885
+1% +$16.4K 1.17% 19
2018
Q2 		$1.22M Buy
68,661
+4,017
+6% +$71.7K 1.19% 19
2018
Q1 		$1.14M Sell
64,644
-1,296
-2% -$23.7K 1.12% 20
2017
Q4 		$1.2M Buy
+65,940
New +$1.17M 1.17% 19

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Broadview Financial Management's SCHV Position: Q1 2026 in Review

Broadview Financial Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.6% in Q1 2026, selling an estimated $74.1K and leaving 88,327 shares worth $2.69M. The position accounts for 1.84% of the portfolio, ranked #15.

Broadview Financial Management first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Broadview Financial Management held 88,327 shares of Schwab US Large-Cap Value ETF worth $2.69M as of Q1 2026.
  • Broadview Financial Management sold 2,377 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $74.1K.
  • Schwab US Large-Cap Value ETF made up 1.84% of Broadview Financial Management's portfolio in Q1 2026, its #15 holding.
  • Broadview Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.