EE
SCHV

EWG Elevate’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EWG Elevate’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
Q3 		$10.2M Buy
352,010
+946
+0.3% +$26.9K 3.2% 5
2025
Q2 		$9.71M Buy
351,064
+13,338
+4% +$351K 2.99% 5
2025
Q1 		$8.98M Buy
337,726
+6,025
+2% +$162K 3.36% 8
2024
Q4 		$8.65M Buy
331,701
+19,149
+6% +$517K 2.63% 9
2024
Q3 		$8.37M Sell
312,552
-42,189
-12% -$1.08M 3.36% 8
2024
Q2 		$8.76M Sell
354,741
-2,688
-0.8% -$66.4K 3.2% 6
2024
Q1 		$9.05M Sell
357,429
-41,802
-10% -$1M 3.44% 5
2023
Q4 		$9.33M Sell
399,231
-74,796
-16% -$1.64M 3.87% 8
2023
Q3 		$10.2M Buy
474,027
+23,253
+5% +$522K 4.6% 2
2023
Q2 		$10.1M Buy
450,774
+9,534
+2% +$208K 4.17% 3
2023
Q1 		$9.65M Buy
441,240
+306,474
+227% +$6.81M 4.12% 4
2022
Q4 		$2.97M Buy
134,766
+3,429
+3% +$74.2K 1.49% 13
2022
Q3 		$2.56M Sell
131,337
-651
-0.5% -$14K 1.44% 19
2022
Q2 		$2.75M Buy
131,988
+29,037
+28% +$652K 1.34% 22
2022
Q1 		$2.45M Buy
102,951
+10,503
+11% +$249K 0.96% 31
2021
Q4 		$2.26M Hold
92,448
– – 1.11% 23
2021
Q3 		$2.08M Buy
92,448
+11,604
+14% +$268K 0.86% 31
2021
Q2 		$1.85M Buy
80,844
+1,932
+2% +$43.8K 0.72% 32
2021
Q1 		$1.72M Buy
78,912
+26,490
+51% +$552K 0.76% 31
2020
Q4 		$1.04M Sell
52,422
-1,362
-3% -$25.5K 0.48% 45
2020
Q3 		$936K Buy
53,784
+2,304
+4% +$40.3K 0.54% 33
2020
Q2 		$860K Sell
51,480
-209,688
-80% -$3.42M 0.58% 32
2020
Q1 		$3.85M Buy
261,168
+15,756
+6% +$289K 2.92% 10
2019
Q4 		$4.92M Buy
+245,412
New +$4.76M 2.67% 10

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 $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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

EWG Elevate's SCHV Position: Q3 2025 in Review

EWG Elevate increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.27% in Q3 2025, buying an estimated $26.9K and bringing the position to 352,010 shares worth $10.2M. The position accounts for 3.2% of the portfolio, ranked #5.

EWG Elevate first reported a position in SCHV in Q4 2019 and has held it in 24 quarters since. 866 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • EWG Elevate held 352,010 shares of Schwab US Large-Cap Value ETF worth $10.2M as of Q3 2025.
  • EWG Elevate bought 946 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $26.9K.
  • Schwab US Large-Cap Value ETF made up 3.2% of EWG Elevate's portfolio in Q3 2025, its #5 holding.
  • EWG Elevate first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 24 quarters since.
  • 866 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.