EFP
SCHV

EnRich Financial Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-1,739
Closed -$45.3K – 187
2024
Q4 		$45.3K Buy
1,739
+272
+19% +$7.34K 0.02% 117
2024
Q3 		$39.3K Hold
1,467
– – 0.01% 116
2024
Q2 		$36.2K Hold
1,467
– – 0.01% 118
2024
Q1 		$37.2K Buy
+1,467
New +$35.2K 0.01% 105

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

EnRich Financial Partners's SCHV Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 1,739 shares — an estimated $45.3K sold.

EnRich Financial Partners first reported a position in SCHV in Q1 2024 and held it in 4 quarters. The position peaked at $45.3K in Q4 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 1,739 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $45.3K.
  • EnRich Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab US Large-Cap Value ETF position peaked at $45.3K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.