DPI
SCHV

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

Diversified Portfolios Inc’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 		$11.8M Buy
386,127
+30,337
+9% +$945K 0.97% 26
2025
Q4 		$10.5M Sell
355,790
-31,821
-8% -$930K 0.88% 26
2025
Q3 		$11.3M Buy
387,611
+9,133
+2% +$259K 1% 25
2025
Q2 		$10.5M Buy
378,478
+56,414
+18% +$1.48M 1% 26
2025
Q1 		$8.56M Buy
322,064
+21,443
+7% +$576K 0.9% 27
2024
Q4 		$7.84M Buy
300,621
+24,645
+9% +$665K 0.85% 28
2024
Q3 		$7.39M Buy
275,976
+29,034
+12% +$746K 0.83% 28
2024
Q2 		$6.1M Buy
246,942
+6,666
+3% +$165K 0.8% 28
2024
Q1 		$6.09M Buy
240,276
+37,416
+18% +$897K 0.86% 28
2023
Q4 		$4.74M Buy
202,860
+75,318
+59% +$1.65M 0.75% 32
2023
Q3 		$2.74M Buy
127,542
+20,655
+19% +$464K 0.52% 37
2023
Q2 		$2.39M Buy
106,887
+66,126
+162% +$1.44M 0.48% 40
2023
Q1 		$891K Buy
40,761
+23,364
+134% +$519K 0.2% 64
2022
Q4 		$383K Sell
17,397
-6,918
-28% -$150K 0.09% 100
2022
Q3 		$474K Buy
24,315
+5,382
+28% +$116K 0.13% 83
2022
Q2 		$394K Buy
+18,933
New +$425K 0.11% 91

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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 Portfolios Inc's SCHV Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.5% in Q1 2026, buying an estimated $945K and bringing the position to 386,127 shares worth $11.8M. The position accounts for 0.97% of the portfolio, ranked #26.

Diversified Portfolios Inc first reported a position in SCHV in Q2 2022 and has held it in 16 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Diversified Portfolios Inc held 386,127 shares of Schwab US Large-Cap Value ETF worth $11.8M as of Q1 2026.
  • Diversified Portfolios Inc bought 30,337 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $945K.
  • Schwab US Large-Cap Value ETF made up 0.97% of Diversified Portfolios Inc's portfolio in Q1 2026, its #26 holding.
  • Diversified Portfolios Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.