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CFS Investment Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CFS Investment Advisory Services’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
Q3 		– Sell
-7,677
Closed -$212K – 347
2025
Q2 		$212K Hold
7,677
– – 0.02% 312
2025
Q1 		$204K Buy
+7,677
New +$206K 0.02% 304

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VIA
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CFS Investment Advisory Services's SCHV Position: Q3 2025 in Review

CFS Investment Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 7,677 shares — an estimated $212K sold.

CFS Investment Advisory Services first reported a position in SCHV in Q1 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • CFS Investment Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 7,677 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $212K.
  • CFS Investment Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • CFS Investment Advisory Services's Schwab US Large-Cap Value ETF position peaked at $212K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on CFS Investment Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.