CWC
SCHV

Carolinas Wealth Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-42,646
Closed -$1.13M – 771
2025
Q1 		$1.13M Sell
42,646
-1,040
-2% -$27.9K 0.24% 57
2024
Q4 		$1.14M Sell
43,686
-2,187
-5% -$59K 0.22% 60
2024
Q3 		$1.23M Sell
45,873
-24
-0.1% -$616 0.22% 62
2024
Q2 		$1.14M Sell
45,897
-120
-0.3% -$2.96K 0.22% 61
2024
Q1 		$1.17M Buy
46,017
+438
+1% +$10.5K 0.23% 58
2023
Q4 		$1.07M Buy
45,579
+2,457
+6% +$53.7K 0.23% 58
2023
Q3 		$896K Sell
43,122
-87
-0.2% -$1.95K 0.22% 58
2023
Q2 		$966K Sell
43,209
-4,104
-9% -$89.6K 0.19% 71
2023
Q1 		$1.03M Buy
47,313
+1,395
+3% +$31K 0.22% 66
2022
Q4 		$1.01M Sell
45,918
-12,282
-21% -$266K 0.23% 61
2022
Q3 		$1.14M Sell
58,200
-81
-0.1% -$1.74K 0.29% 49
2022
Q2 		$1.21M Buy
58,281
+189
+0.3% +$4.24K 0.3% 47
2022
Q1 		$1.38M Buy
58,092
+1,734
+3% +$41.1K 0.31% 49
2021
Q4 		$1.38M Buy
56,358
+135
+0.2% +$3.2K 0.3% 46
2021
Q3 		$1.26M Buy
56,223
+29,157
+108% +$674K 0.29% 46
2021
Q2 		$617K Buy
27,066
+4,341
+19% +$98.5K 0.14% 80
2021
Q1 		$494K Buy
22,725
+1,557
+7% +$32.4K 0.12% 86
2020
Q4 		$420K Buy
21,168
+6,201
+41% +$116K 0.11% 94
2020
Q3 		$260K Buy
14,967
+189
+1% +$3.31K 0.09% 102
2020
Q2 		$247K Buy
+14,778
New +$241K 0.1% 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 $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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Carolinas Wealth Consulting's SCHV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 42,646 shares — an estimated $1.13M sold.

Carolinas Wealth Consulting first reported a position in SCHV in Q2 2020 and held it in 20 quarters. The position peaked at $1.38M in Q1 2022. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42,646 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $1.13M.
  • Carolinas Wealth Consulting first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Schwab US Large-Cap Value ETF position peaked at $1.38M in Q1 2022.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.