DE
SCHV

Diversified Enterprises’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Diversified Enterprises’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
2026
Q1 		$3.48M Sell
114,045
-6,677
-6% -$208K 0.19% 57
2025
Q4 		$3.57M Buy
120,722
+26,420
+28% +$772K 0.21% 50
2025
Q3 		$2.75M Sell
94,302
-5,351
-5% -$152K 0.18% 54
2025
Q2 		$2.76M Sell
99,653
-11,965
-11% -$314K 0.21% 49
2025
Q1 		$2.97M Buy
111,618
+72,900
+188% +$1.96M 0.25% 42
2024
Q4 		$1.01M Sell
38,718
-2,073
-5% -$56K 0.1% 81
2024
Q3 		$1.09M Buy
+40,791
New +$1.05M 0.12% 70

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Diversified Enterprises's SCHV Position: Q1 2026 in Review

Diversified Enterprises reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.5% in Q1 2026, selling an estimated $208K and leaving 114,045 shares worth $3.48M. The position accounts for 0.19% of the portfolio, ranked #57.

Diversified Enterprises first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Diversified Enterprises held 114,045 shares of Schwab US Large-Cap Value ETF worth $3.48M as of Q1 2026.
  • Diversified Enterprises sold 6,677 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Diversified Enterprises's portfolio in Q1 2026, its #57 holding.
  • Diversified Enterprises first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's Schwab US Large-Cap Value ETF position peaked at $3.57M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.