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

Evelyn Partners 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	$81.3K	Hold	2,667	–	–	0.02%	146
2025 Q4	$79K	Hold	2,667	–	–	0.02%	135
2025 Q3	$77.6K	Hold	2,667	–	–	0.02%	132
2025 Q2	$73.8K	Hold	2,667	–	–	0.02%	121
2025 Q1	$70.9K	Hold	2,667	–	–	0.02%	122
2024 Q4	$69.5K	Buy	+2,667	New	+$72K	0.02%	122

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Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Evelyn Partners Asset Management's SCHV Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 2,667 shares worth $81.3K. The position accounts for 0.02% of the portfolio, ranked #146.

Evelyn Partners Asset Management first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Evelyn Partners Asset Management held 2,667 shares of Schwab US Large-Cap Value ETF worth $81.3K as of Q1 2026.
Evelyn Partners Asset Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #146 holding.
Evelyn Partners Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.