CF
SCHV

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

Centaurus Financial’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 		$334K Buy
10,957
+4
+0% +$125 0.02% 640
2025
Q4 		$324K Sell
10,953
-605
-5% -$17.7K 0.01% 661
2025
Q3 		$336K Buy
11,558
+15
+0.1% +$426 0.02% 639
2025
Q2 		$319K Buy
11,543
+1,016
+10% +$26.7K 0.02% 597
2025
Q1 		$280K Buy
10,527
+852
+9% +$22.9K 0.02% 595
2024
Q4 		$252K Buy
9,675
+1,347
+16% +$36.4K 0.02% 603
2024
Q3 		$223K Buy
8,328
+609
+8% +$15.6K 0.01% 618
2024
Q2 		$191K Buy
7,719
+420
+6% +$10.4K 0.01% 616
2024
Q1 		$185K Buy
+7,299
New +$175K 0.01% 636
2023
Q2 		– Sell
-5,541
Closed -$121K – 894
2023
Q1 		$121K Hold
5,541
– – 0.01% 794
2022
Q4 		$122K Sell
5,541
-9,840
-64% -$213K 0.01% 731
2022
Q3 		$300K Buy
+15,381
New +$331K 0.03% 488
2022
Q2 		– Sell
-4,968
Closed -$118K – 924
2022
Q1 		$118K Sell
4,968
-1,134
-19% -$26.8K 0.01% 816
2021
Q4 		$149K Buy
6,102
+24
+0.4% +$568 0.01% 764
2021
Q3 		$137K Buy
6,078
+3
+0% +$69 0.01% 762
2021
Q2 		$138K Buy
+6,075
New +$138K 0.01% 763
2018
Q3 		– Sell
-7,221
Closed -$128K – 1764
2018
Q2 		$128K Buy
+7,221
New +$129K 0.02% 630

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

Centaurus Financial's SCHV Position: Q1 2026 in Review

Centaurus Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.04% in Q1 2026, buying an estimated $125 and bringing the position to 10,957 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #640.

Centaurus Financial first reported a position in SCHV in Q2 2018 and has held it in 17 quarters since. The position peaked at $336K in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Centaurus Financial held 10,957 shares of Schwab US Large-Cap Value ETF worth $334K as of Q1 2026.
  • Centaurus Financial bought 4 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $125.
  • Schwab US Large-Cap Value ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #640 holding.
  • Centaurus Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 17 quarters since.
  • Centaurus Financial's Schwab US Large-Cap Value ETF position peaked at $336K in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.