FMII
SCHV

Farmers & Merchants Investments Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Farmers & Merchants Investments 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
2025
Q2 		– Sell
-981
Closed -$26.1K – 1767
2025
Q1 		$26.1K Hold
981
– – ﹤0.01% 508
2024
Q4 		$25.6K Sell
981
-1,023
-51% -$27.6K ﹤0.01% 533
2024
Q3 		$53.7K Hold
2,004
– – ﹤0.01% 436
2024
Q2 		$49.5K Buy
+2,004
New +$49.5K ﹤0.01% 432

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 $424B AUM 22.96% 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
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

Farmers & Merchants Investments Inc's SCHV Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 981 shares — an estimated $26.1K sold.

Farmers & Merchants Investments Inc first reported a position in SCHV in Q2 2024 and held it in 4 quarters. The position peaked at $53.7K in Q3 2024. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 981 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $26.1K.
  • Farmers & Merchants Investments Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Schwab US Large-Cap Value ETF position peaked at $53.7K in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.