FA
SCHV

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

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
2025
Q3 		$76M Sell
2,611,407
-42,279
-2% -$1.2M 13.47% 3
2025
Q2 		$73.4M Sell
2,653,686
-46,940
-2% -$1.23M 13.68% 3
2025
Q1 		$71.8M Sell
2,700,626
-24,193
-0.9% -$649K 14.16% 3
2024
Q4 		$71M Sell
2,724,819
-20,328
-0.7% -$549K 13.63% 3
2024
Q3 		$73.5M Buy
2,745,147
+48,045
+2% +$1.23M 14.01% 3
2024
Q2 		$66.6M Buy
2,697,102
+7,446
+0.3% +$184K 13.62% 3
2024
Q1 		$68.1M Buy
2,689,656
+27,672
+1% +$663K 14.1% 3
2023
Q4 		$62.2M Buy
2,661,984
+14,877
+0.6% +$325K 13.94% 3
2023
Q3 		$56.9M Buy
2,647,107
+11,139
+0.4% +$250K 14.08% 3
2023
Q2 		$58.9M Buy
2,635,968
+36,318
+1% +$793K 14.05% 3
2023
Q1 		$56.8M Buy
2,599,650
+37,056
+1% +$824K 14.39% 3
2022
Q4 		$56.4M Buy
2,562,594
+2,009,157
+363% +$43.5M 15.41% 2
2022
Q3 		$10.9M Buy
553,437
+144,033
+35% +$3.1M 3.79% 6
2022
Q2 		$8.52M Buy
409,404
+43,461
+12% +$976K 3.01% 6
2022
Q1 		$8.71M Buy
365,943
+43,443
+13% +$1.03M 2.72% 6
2021
Q4 		$7.87M Buy
322,500
+70,881
+28% +$1.68M 2.4% 6
2021
Q3 		$5.66M Buy
251,619
+52,350
+26% +$1.21M 1.91% 7
2021
Q2 		$4.54M Buy
199,269
+67,461
+51% +$1.53M 1.59% 9
2021
Q1 		$2.87M Buy
131,808
+51,426
+64% +$1.07M 1.14% 12
2020
Q4 		$1.59M Buy
80,382
+46,992
+141% +$878K 0.71% 13
2020
Q3 		$581K Buy
33,390
+375
+1% +$6.56K 0.31% 26
2020
Q2 		$551K Buy
33,015
+372
+1% +$6.07K 0.31% 28
2020
Q1 		$482K Buy
32,643
+198
+0.6% +$3.63K 0.33% 29
2019
Q4 		$650K Buy
32,445
+873
+3% +$16.9K 0.37% 22
2019
Q3 		$597K Buy
31,572
+168
+0.5% +$3.14K 0.37% 23
2019
Q2 		$588K Hold
31,404
– – 0.38% 21
2019
Q1 		$573K Buy
31,404
+405
+1% +$7.19K 0.39% 23
2018
Q4 		$509K Buy
+30,999
New +$548K 0.41% 22

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

Financial Advisors's SCHV Position: Q3 2025 in Review

Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.6% in Q3 2025, selling an estimated $1.2M and leaving 2,611,407 shares worth $76M. The position accounts for 13.47% of the portfolio, ranked #3.

Financial Advisors first reported a position in SCHV in Q4 2018 and has held it in 28 quarters since. 866 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Financial Advisors held 2,611,407 shares of Schwab US Large-Cap Value ETF worth $76M as of Q3 2025.
  • Financial Advisors sold 42,279 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $1.2M.
  • Schwab US Large-Cap Value ETF made up 13.47% of Financial Advisors's portfolio in Q3 2025, its #3 holding.
  • Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
  • 866 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.