EMAM
SCHV

Encompass More Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Encompass More Asset 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
-13,886
Closed -$369K – 238
2025
Q1 		$369K Buy
+13,886
New +$373K 0.11% 134

Other funds holding SCHV

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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
Wealth Enhancement Advisory Services
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

Encompass More Asset Management's SCHV Position: Q2 2025 in Review

Encompass More Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 13,886 shares — an estimated $369K sold.

Encompass More Asset Management first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $369K in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Encompass More Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 13,886 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $369K.
  • Encompass More Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Encompass More Asset Management's Schwab US Large-Cap Value ETF position peaked at $369K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Encompass More Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.