CPA
SCHV

Compass Planning Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Compass Planning Associates’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
-95,101
Closed -$2.63M – 104
2025
Q2 		$2.63M Buy
95,101
+498
+0.5% +$13.1K 2.42% 8
2025
Q1 		$2.51M Buy
94,603
+505
+0.5% +$13.6K 2.54% 8
2024
Q4 		$2.45M Buy
+94,098
New +$2.54M 2.49% 8

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Compass Planning Associates's SCHV Position: Q3 2025 in Review

Compass Planning Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 95,101 shares — an estimated $2.63M sold.

Compass Planning Associates first reported a position in SCHV in Q4 2024 and held it in 3 quarters. The position peaked at $2.63M in Q2 2025. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Compass Planning Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 95,101 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $2.63M.
  • Compass Planning Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Schwab US Large-Cap Value ETF position peaked at $2.63M in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.