FA
SCHV

FF Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

FF Advisors’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 		$776K Buy
24,168
+11,017
+84% +$343K 0.31% 58
2025
Q4 		$389K Hold
13,151
– – 0.17% 78
2025
Q3 		$383K Hold
13,151
– – 0.18% 73
2025
Q2 		$364K Hold
13,151
– – 0.19% 74
2025
Q1 		$343K Buy
13,151
+2,591
+25% +$69.5K 0.2% 70
2024
Q4 		$283K Sell
10,560
-21,120
-67% -$570K 0.19% 75
2024
Q3 		$287K Buy
31,680
+21,120
+200% +$543K 0.18% 72
2024
Q2 		$261K Buy
+10,560
New +$261K 0.18% 76

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

FF Advisors's SCHV Position: Q1 2026 in Review

FF Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 84% in Q1 2026, buying an estimated $343K and bringing the position to 24,168 shares worth $776K. The position accounts for 0.31% of the portfolio, ranked #58.

FF Advisors first reported a position in SCHV in Q2 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • FF Advisors held 24,168 shares of Schwab US Large-Cap Value ETF worth $776K as of Q1 2026.
  • FF Advisors bought 11,017 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $343K.
  • Schwab US Large-Cap Value ETF made up 0.31% of FF Advisors's portfolio in Q1 2026, its #58 holding.
  • FF Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.