FAIM
SCHV

Financial Advocates Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-33,176
Closed -$918K – 486
2025
Q2 		$918K Sell
33,176
-7,030
-17% -$185K 0.07% 241
2025
Q1 		$1.07M Sell
40,206
-20,698
-34% -$556K 0.07% 265
2024
Q4 		$1.59M Sell
60,904
-341
-0.6% -$9.21K 0.09% 210
2024
Q3 		$1.62M Sell
61,245
-5,382
-8% -$138K 0.09% 212
2024
Q2 		$1.65M Sell
66,627
-3,093
-4% -$76.4K 0.1% 196
2024
Q1 		$1.82M Sell
69,720
-18,114
-21% -$434K 0.11% 198
2023
Q4 		$2.1M Sell
87,834
-186
-0.2% -$4.07K 0.14% 169
2023
Q3 		$1.92M Buy
88,020
+8,655
+11% +$194K 0.14% 168
2023
Q2 		$1.77M Sell
79,365
-7,923
-9% -$173K 0.13% 180
2023
Q1 		$1.91M Sell
87,288
-23,868
-21% -$530K 0.14% 172
2022
Q4 		$2.45M Sell
111,156
-91,716
-45% -$1.99M 0.18% 142
2022
Q3 		$3.94M Sell
202,872
-27,813
-12% -$599K 0.33% 80
2022
Q2 		$4.8M Buy
230,685
+9,864
+4% +$221K 0.39% 66
2022
Q1 		$5.25M Buy
220,821
+17,991
+9% +$426K 0.35% 70
2021
Q4 		$4.95M Buy
202,830
+19,035
+10% +$451K 0.31% 75
2021
Q3 		$4.13M Buy
183,795
+25,167
+16% +$582K 0.28% 88
2021
Q2 		$3.62M Buy
158,628
+16,686
+12% +$379K 0.24% 101
2021
Q1 		$3.08M Buy
141,942
+34,149
+32% +$711K 0.22% 102
2020
Q4 		$2.15M Buy
107,793
+17,055
+19% +$319K 0.15% 157
2020
Q3 		$1.58M Buy
90,738
+10,515
+13% +$184K 0.13% 167
2020
Q2 		$1.34M Sell
80,223
-8,817
-10% -$144K 0.13% 196
2020
Q1 		$1.31M Sell
89,040
-35,037
-28% -$642K 0.19% 147
2019
Q4 		$2.49M Buy
124,077
+5,253
+4% +$102K 0.26% 99
2019
Q3 		$2.25M Buy
118,824
+23,094
+24% +$432K 0.26% 107
2019
Q2 		$1.79M Buy
95,730
+33,648
+54% +$622K 0.21% 123
2019
Q1 		$1.13M Buy
+62,082
New +$1.1M 0.14% 168

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 Advocates Investment Management's SCHV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 33,176 shares — an estimated $918K sold.

Financial Advocates Investment Management first reported a position in SCHV in Q1 2019 and held it in 26 quarters. The position peaked at $5.25M in Q1 2022. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 33,176 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $918K.
  • Financial Advocates Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 26 quarters.
  • Financial Advocates Investment Management's Schwab US Large-Cap Value ETF position peaked at $5.25M in Q1 2022.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.