EWM
SCHV

Evermay Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evermay Wealth 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
-450
Closed -$12K – 601
2025
Q1 		$12K Hold
450
– – ﹤0.01% 428
2024
Q4 		$11.7K Hold
450
– – ﹤0.01% 431
2024
Q3 		$12.1K Hold
450
– – ﹤0.01% 444
2024
Q2 		$11.2K Hold
450
– – ﹤0.01% 444
2024
Q1 		$11.4K Hold
450
– – ﹤0.01% 455
2023
Q4 		$10.5K Hold
450
– – ﹤0.01% 447
2023
Q3 		$9.67K Hold
450
– – ﹤0.01% 432
2023
Q2 		$10.1K Hold
450
– – ﹤0.01% 427
2023
Q1 		$9.84K Hold
450
– – ﹤0.01% 421
2022
Q4 		$9.9K Hold
450
– – ﹤0.01% 415
2022
Q3 		$9K Buy
+450
New +$9.69K ﹤0.01% 410

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
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

Evermay Wealth Management's SCHV Position: Q2 2025 in Review

Evermay Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 450 shares — an estimated $12K sold.

Evermay Wealth Management first reported a position in SCHV in Q3 2022 and held it in 11 quarters. The position peaked at $12.1K in Q3 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Evermay Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 450 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $12K.
  • Evermay Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 11 quarters.
  • Evermay Wealth Management's Schwab US Large-Cap Value ETF position peaked at $12.1K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.