Envestnet Asset Management
SCHV

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

Envestnet 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
2026
Q1 		$558M Buy
18,286,178
+1,674,055
+10% +$52.2M 0.15% 114
2025
Q4 		$492M Sell
16,612,123
-74,604
-0.4% -$2.18M 0.15% 116
2025
Q3 		$486M Buy
16,686,727
+518,827
+3% +$14.7M 0.14% 121
2025
Q2 		$447M Sell
16,167,900
-321,114
-2% -$8.44M 0.13% 133
2025
Q1 		$438M Buy
16,489,014
+562,331
+4% +$15.1M 0.14% 131
2024
Q4 		$415M Buy
15,926,683
+1,370,437
+9% +$37M 0.13% 131
2024
Q3 		$390M Buy
14,556,246
+2,485,260
+21% +$63.8M 0.13% 144
2024
Q2 		$298M Buy
12,070,986
+1,147,140
+11% +$28.3M 0.1% 178
2024
Q1 		$277M Sell
10,923,846
-636,273
-6% -$15.3M 0.1% 191
2023
Q4 		$270M Buy
11,560,119
+94,731
+0.8% +$2.07M 0.11% 176
2023
Q3 		$246M Buy
11,465,388
+858,840
+8% +$19.3M 0.11% 169
2023
Q2 		$237M Buy
10,606,548
+1,281,273
+14% +$28M 0.11% 166
2023
Q1 		$204M Buy
9,325,275
+635,628
+7% +$14.1M 0.1% 184
2022
Q4 		$191M Buy
8,689,647
+424,320
+5% +$9.19M 0.1% 187
2022
Q3 		$161M Buy
8,265,327
+686,133
+9% +$14.8M 0.09% 196
2022
Q2 		$158M Buy
7,579,194
+1,088,232
+17% +$24.4M 0.09% 207
2022
Q1 		$154M Buy
6,490,962
+845,436
+15% +$20M 0.08% 227
2021
Q4 		$138M Buy
5,645,526
+80,364
+1% +$1.9M 0.07% 244
2021
Q3 		$125M Sell
5,565,162
-587,397
-10% -$13.6M 0.07% 242
2021
Q2 		$140M Buy
6,152,559
+2,510,346
+69% +$56.9M 0.08% 218
2021
Q1 		$79.3M Buy
3,642,213
+1,084,686
+42% +$22.6M 0.05% 297
2020
Q4 		$50.8M Buy
2,557,527
+170,850
+7% +$3.19M 0.04% 347
2020
Q3 		$41.5M Buy
2,386,677
+226,548
+10% +$3.96M 0.04% 354
2020
Q2 		$36.1M Buy
2,160,129
+315,711
+17% +$5.15M 0.04% 356
2020
Q1 		$27.2M Buy
1,844,418
+289,293
+19% +$5.3M 0.03% 366
2019
Q4 		$31.2M Sell
1,555,125
-59,176,176
-97% -$1.15B 0.03% 391
2019
Q3 		$1.15B Buy
60,731,301
+59,362,446
+4,337% +$1.11B 1.26% 16
2019
Q2 		$25.6M Buy
1,368,855
+86,616
+7% +$1.6M 0.03% 387
2019
Q1 		$23.4M Sell
1,282,239
-409,020
-24% -$7.26M 0.03% 400
2018
Q4 		$27.8M Buy
1,691,259
+719,799
+74% +$12.7M 0.04% 289
2018
Q3 		$18.2M Buy
+971,460
New +$18M 0.03% 206
2016
Q4 		– Sell
-356,349
Closed -$5.41M – 3291
2016
Q3 		$5.41M Sell
356,349
-58,869
-14% -$898K 0.02% 550
2016
Q2 		$6.2M Sell
415,218
-45,096
-10% -$660K 0.02% 548
2016
Q1 		$6.63M Sell
460,314
-126,765
-22% -$1.73M 0.03% 489
2015
Q4 		$8.3M Sell
587,079
-57,570
-9% -$817K 0.04% 406
2015
Q3 		$8.56M Sell
644,649
-105,621
-14% -$1.48M 0.04% 367
2015
Q2 		$10.8M Buy
750,270
+6,861
+0.9% +$101K 0.05% 348
2015
Q1 		$10.7M Buy
743,409
+15,111
+2% +$220K 0.06% 336
2014
Q4 		$10.7M Buy
728,298
+240,936
+49% +$3.47M 0.11% 140
2014
Q3 		$6.93M Sell
487,362
-6,561
-1% -$94K 0.07% 190
2014
Q2 		$7.05M Sell
493,923
-26,433
-5% -$368K 0.07% 206
2014
Q1 		$7.15M Sell
520,356
-151,356
-23% -$2.03M 0.08% 174
2013
Q4 		$9.12M Sell
671,712
-123,276
-16% -$1.61M 0.1% 146
2013
Q3 		$9.88M Buy
794,988
+86,499
+12% +$1.08M 0.12% 142
2013
Q2 		$8.55M Buy
+708,489
New +$8.62M 0.11% 144

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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Envestnet Asset Management's SCHV Position: Q1 2026 in Review

Envestnet Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q1 2026, buying an estimated $52.2M and bringing the position to 18,286,178 shares worth $558M. The position accounts for 0.15% of the portfolio, ranked #114.

Envestnet Asset Management first reported a position in SCHV in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.15B in Q3 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Envestnet Asset Management held 18,286,178 shares of Schwab US Large-Cap Value ETF worth $558M as of Q1 2026.
  • Envestnet Asset Management bought 1,674,055 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $52.2M.
  • Schwab US Large-Cap Value ETF made up 0.15% of Envestnet Asset Management's portfolio in Q1 2026, its #114 holding.
  • Envestnet Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 45 quarters since.
  • Envestnet Asset Management's Schwab US Large-Cap Value ETF position peaked at $1.15B in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.