ECG
SCHV

Edge Capital Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Edge Capital Group’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
2024
Q4 		$4.55M Sell
174,473
-3,154
-2% -$85.1K 0.2% 96
2024
Q3 		$4.76M Sell
177,627
-1,269
-0.7% -$32.6K 0.21% 93
2024
Q2 		$4.42M Sell
178,896
-1,902
-1% -$47K 0.21% 96
2024
Q1 		$4.58M Buy
180,798
+27
+0% +$647 0.23% 89
2023
Q4 		$4.22M Buy
180,771
+6,936
+4% +$152K 0.24% 87
2023
Q3 		$3.74M Sell
173,835
-3,930
-2% -$88.3K 0.24% 82
2023
Q2 		$3.98M Sell
177,765
-1,269
-0.7% -$27.7K 0.23% 95
2023
Q1 		$3.91M Buy
179,034
+10,650
+6% +$237K 0.24% 85
2022
Q4 		$3.71M Buy
168,384
+435
+0.3% +$9.42K 0.26% 84
2022
Q3 		$3.28M Sell
167,949
-25,611
-13% -$551K 0.27% 76
2022
Q2 		$4.03M Buy
193,560
+9,426
+5% +$212K 0.35% 65
2022
Q1 		$4.38M Buy
184,134
+16,272
+10% +$385K 0.3% 74
2021
Q4 		$4.1M Buy
167,862
+9,243
+6% +$219K 0.29% 73
2021
Q3 		$3.57M Buy
158,619
+2,037
+1% +$47.1K 0.28% 71
2021
Q2 		$3.57M Sell
156,582
-10,782
-6% -$245K 0.29% 71
2021
Q1 		$3.64M Buy
167,364
+13,533
+9% +$282K 0.3% 71
2020
Q4 		$3.05M Sell
153,831
-40,434
-21% -$756K 0.26% 74
2020
Q3 		$3.38M Sell
194,265
-17,094
-8% -$299K 0.34% 62
2020
Q2 		$3.53M Sell
211,359
-28,536
-12% -$466K 0.37% 63
2020
Q1 		$3.54M Buy
239,895
+40,395
+20% +$741K 0.42% 56
2019
Q4 		$4M Buy
199,500
+2,829
+1% +$54.8K 0.39% 61
2019
Q3 		$3.72M Buy
196,671
+762
+0.4% +$14.3K 0.38% 65
2019
Q2 		$3.67M Buy
195,909
+10,200
+5% +$189K 0.35% 65
2019
Q1 		$3.39M Buy
185,709
+720
+0.4% +$12.8K 0.33% 66
2018
Q4 		$3.04M Buy
+184,989
New +$3.27M 0.33% 66

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Edge Capital Group's SCHV Position: Q4 2024 in Review

Edge Capital Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q4 2024, selling an estimated $85.1K and leaving 174,473 shares worth $4.55M. The position accounts for 0.2% of the portfolio, ranked #96.

Edge Capital Group first reported a position in SCHV in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.76M in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Edge Capital Group held 174,473 shares of Schwab US Large-Cap Value ETF worth $4.55M as of Q4 2024.
  • Edge Capital Group sold 3,154 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $85.1K.
  • Schwab US Large-Cap Value ETF made up 0.2% of Edge Capital Group's portfolio in Q4 2024, its #96 holding.
  • Edge Capital Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Schwab US Large-Cap Value ETF position peaked at $4.76M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.