FFA
SCHV

Fi3 Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fi3 Financial 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 		$399K Hold
13,074
– – 0.12% 97
2025
Q4 		$387K Hold
13,074
– – 0.12% 98
2025
Q3 		$381K Hold
13,074
– – 0.13% 78
2025
Q2 		$362K Hold
13,074
– – 0.13% 76
2025
Q1 		$348K Hold
13,074
– – 0.14% 69
2024
Q4 		$341K Hold
13,074
– – 0.13% 64
2024
Q3 		$350K Buy
+13,074
New +$336K 0.14% 57

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
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

Fi3 Financial Advisors's SCHV Position: Q1 2026 in Review

Fi3 Financial Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 13,074 shares worth $399K. The position accounts for 0.12% of the portfolio, ranked #97.

Fi3 Financial Advisors first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Fi3 Financial Advisors held 13,074 shares of Schwab US Large-Cap Value ETF worth $399K as of Q1 2026.
  • Fi3 Financial Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.12% of Fi3 Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Fi3 Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.