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

Destination 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	–	Sell	-7,850	Closed	-$209K	–	281
2025 Q1	$209K	Buy	+7,850	New	+$211K	0.01%	230
2024 Q4	–	Sell	-10,377	Closed	-$278K	–	252
2024 Q3	$278K	Buy	+10,377	New	+$267K	0.01%	196
2024 Q2	–	Sell	-7,911	Closed	-$200K	–	227
2024 Q1	$200K	Buy	+7,911	New	+$190K	0.01%	204
2019 Q3	–	Sell	-6,357	Closed	-$119K	–	430
2019 Q2	$119K	Buy	+6,357	New	+$118K	0.01%	169

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

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

GAM

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

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

Destination Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 7,850 shares — an estimated $209K sold.

Destination Wealth Management first reported a position in SCHV in Q2 2019 and held it in 4 quarters. The position peaked at $278K in Q3 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Destination Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Destination Wealth Management sold 7,850 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $209K.
Destination Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 4 quarters.
Destination Wealth Management's Schwab US Large-Cap Value ETF position peaked at $278K in Q3 2024.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Destination Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.