Congress Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Congress Wealth Management’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 Q2	$9.75M	Sell	352,275 -61,803	-15%	-$1.62M	0.09%	248
2025 Q1	$11M	Buy	414,078 +1,593	+0.4%	+$42.8K	0.13%	185
2024 Q4	$10.8M	Buy	412,485 +7,629	+2%	+$206K	0.15%	188
2024 Q3	$10.8M	Sell	404,856 -32,085	-7%	-$824K	0.14%	200
2024 Q2	$10.8M	Sell	436,941 -126	-0%	-$3.11K	0.17%	164
2024 Q1	$11.1M	Sell	437,067 -393	-0.1%	-$9.42K	0.19%	158
2023 Q4	$10.2M	Buy	437,460 +4,389	+1%	+$96K	0.19%	157
2023 Q3	$9.31M	Buy	+433,071	New	+$9.73M	0.19%	150

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Congress Wealth Management's SCHV Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q2 2025, selling an estimated $1.62M and leaving 352,275 shares worth $9.75M. The position accounts for 0.09% of the portfolio, ranked #248.

Congress Wealth Management first reported a position in SCHV in Q3 2023 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2024. 881 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Congress Wealth Management held 352,275 shares of Schwab US Large-Cap Value ETF worth $9.75M as of Q2 2025.
Congress Wealth Management sold 61,803 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $1.62M.
Schwab US Large-Cap Value ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #248 holding.
Congress Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Schwab US Large-Cap Value ETF position peaked at $11.1M in Q1 2024.
881 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.