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Choate Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Choate Investment Advisors’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
-3,041
Closed -$84.1K – 481
2025
Q2 		$84.1K Buy
+3,041
New +$79.9K ﹤0.01% 428

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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 22.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Choate Investment Advisors's SCHV Position: Q3 2025 in Review

Choate Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 3,041 shares — an estimated $84.1K sold.

Choate Investment Advisors first reported a position in SCHV in Q2 2025 and held it in 1 quarter. The position peaked at $84.1K in Q2 2025. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Choate Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 3,041 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $84.1K.
  • Choate Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $84.1K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.