Consolidated Portfolio Review Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-141,658	Closed	-$4.12M	–	327
2025 Q3	$4.12M	Buy	141,658 +2,683	+2%	+$76.2K	0.52%	47
2025 Q2	$3.85M	Buy	138,975 +6,316	+5%	+$166K	0.53%	47
2025 Q1	$3.53M	Buy	132,659 +6,422	+5%	+$172K	0.57%	45
2024 Q4	$3.29M	Buy	126,237 +2,382	+2%	+$64.3K	0.52%	45
2024 Q3	$3.32M	Sell	123,855 -3,123	-2%	-$80.2K	0.74%	28
2024 Q2	$3.14M	Buy	126,978 +6,000	+5%	+$148K	0.73%	31
2024 Q1	$3.06M	Buy	120,978 +276	+0.2%	+$6.62K	0.8%	32
2023 Q4	$2.82M	Buy	120,702 +75,519	+167%	+$1.65M	0.64%	36
2023 Q3	$971K	Buy	45,183 +1,557	+4%	+$35K	0.24%	108
2023 Q2	$976K	Buy	43,626 +1,266	+3%	+$27.6K	0.23%	108
2023 Q1	$926K	Buy	+42,360	New	+$941K	0.25%	102

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCHV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 141,658 shares — an estimated $4.12M sold.

Consolidated Portfolio Review Corp first reported a position in SCHV in Q1 2023 and held it in 11 quarters. The position peaked at $4.12M in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 141,658 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $4.12M.
Consolidated Portfolio Review Corp first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Schwab US Large-Cap Value ETF position peaked at $4.12M in Q3 2025.
929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.