CL
SCHV

Choreo LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Choreo LLC’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 		$19.9M Buy
653,802
+550,345
+532% +$17.1M 0.24% 77
2025
Q4 		$3.09M Buy
103,457
+642
+0.6% +$18.8K 0.04% 275
2025
Q3 		$2.99M Buy
102,815
+1,899
+2% +$54K 0.04% 285
2025
Q2 		$2.79M Buy
100,916
+89,179
+760% +$2.34M 0.04% 291
2025
Q1 		$312K Buy
11,737
+7
+0.1% +$188 ﹤0.01% 1069
2024
Q4 		$305K Sell
11,730
-1,389
-11% -$37.5K ﹤0.01% 1176
2024
Q3 		$350K Sell
13,119
-17,433
-57% -$448K 0.01% 1112
2024
Q2 		$751K Sell
30,552
-3,936
-11% -$97.3K 0.01% 633
2024
Q1 		$873K Buy
34,488
+1,956
+6% +$46.9K 0.02% 299
2023
Q4 		$760K Buy
32,532
+2,952
+10% +$64.6K 0.02% 309
2023
Q3 		$636K Sell
29,580
-243
-0.8% -$5.46K 0.02% 246
2023
Q2 		$667K Sell
29,823
-4,269
-13% -$93.2K 0.02% 246
2023
Q1 		$745K Buy
34,092
+24,303
+248% +$540K 0.03% 244
2022
Q4 		$215K Buy
+9,789
New +$212K 0.01% 214
2022
Q2 		– Sell
-10,260
Closed -$244K – 237
2022
Q1 		$244K Buy
+10,260
New +$243K 0.01% 202

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

Choreo LLC's SCHV Position: Q1 2026 in Review

Choreo LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 532% in Q1 2026, buying an estimated $17.1M and bringing the position to 653,802 shares worth $19.9M. The position accounts for 0.24% of the portfolio, ranked #77.

Choreo LLC first reported a position in SCHV in Q1 2022 and has held it in 15 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Choreo LLC held 653,802 shares of Schwab US Large-Cap Value ETF worth $19.9M as of Q1 2026.
  • Choreo LLC bought 550,345 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $17.1M.
  • Schwab US Large-Cap Value ETF made up 0.24% of Choreo LLC's portfolio in Q1 2026, its #77 holding.
  • Choreo LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.