BIG
SCHV

Brooklyn Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brooklyn Investment Group’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 		$673K Buy
22,082
+14,133
+178% +$440K 0.02% 817
2025
Q4 		$237K Buy
+7,949
New +$232K 0.01% 1226
2025
Q3 		– Sell
-168
Closed -$4.65K – 2305
2025
Q2 		$4.65K Hold
168
– – ﹤0.01% 2506
2025
Q1 		$4.47K Buy
+168
New +$4.51K ﹤0.01% 1866

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brooklyn Investment Group's SCHV Position: Q1 2026 in Review

Brooklyn Investment Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 178% in Q1 2026, buying an estimated $440K and bringing the position to 22,082 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #817.

Brooklyn Investment Group first reported a position in SCHV in Q1 2025 and has held it in 4 quarters since. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Brooklyn Investment Group held 22,082 shares of Schwab US Large-Cap Value ETF worth $673K as of Q1 2026.
  • Brooklyn Investment Group bought 14,133 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $440K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #817 holding.
  • Brooklyn Investment Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.