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City Center Advisors LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

City Center Advisors 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
2025
Q3 		– Sell
-7,748
Closed -$214K – 184
2025
Q2 		$214K Sell
7,748
-2,864
-27% -$75.3K 0.23% 148
2025
Q1 		$282K Buy
+10,612
New +$285K 0.33% 101

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MG
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APP
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

City Center Advisors LLC's SCHV Position: Q3 2025 in Review

City Center Advisors LLC sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 7,748 shares — an estimated $214K sold.

City Center Advisors LLC first reported a position in SCHV in Q1 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2025. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • City Center Advisors LLC reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • City Center Advisors LLC sold 7,748 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $214K.
  • City Center Advisors LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • City Center Advisors LLC's Schwab US Large-Cap Value ETF position peaked at $282K in Q1 2025.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on City Center Advisors LLC's 13F filing for Q3 2025, filed 6 Oct 2025.