FWI
SCHV

Facet Wealth Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Facet Wealth Inc’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 		$745K Buy
24,425
+8,242
+51% +$257K 0.01% 128
2025
Q4 		$501K Buy
16,183
+6,732
+71% +$197K 0.01% 154
2025
Q3 		$275K Sell
9,451
-1,066
-10% -$30.3K 0.01% 170
2025
Q2 		$293K Sell
10,517
-22
-0.2% -$578 0.01% 136
2025
Q1 		$275K Buy
10,539
+580
+6% +$15.6K 0.01% 115
2024
Q4 		$270K Buy
+9,959
New +$269K 0.01% 116
2021
Q4 		– Sell
-9,564
Closed -$215K – 72
2021
Q3 		$215K Buy
+9,564
New +$221K 0.02% 59

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
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

Facet Wealth Inc's SCHV Position: Q1 2026 in Review

Facet Wealth Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 51% in Q1 2026, buying an estimated $257K and bringing the position to 24,425 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #128.

Facet Wealth Inc first reported a position in SCHV in Q3 2021 and has held it in 7 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Facet Wealth Inc held 24,425 shares of Schwab US Large-Cap Value ETF worth $745K as of Q1 2026.
  • Facet Wealth Inc bought 8,242 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $257K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #128 holding.
  • Facet Wealth Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 7 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.