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

Financial Management Professionals’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
Q3 		$57.9M Buy
1,738,485
+17,371
+1% +$597K 5.46% 6
2026
Q2 		$59.9M Sell
1,721,114
-5,062
-0.3% -$167K 5.68% 6
2026
Q1 		$52.6M Buy
+1,726,176
New +$53.8M 5.91% 6
2025
Q3 		– Sell
-186
Closed -$5.15K – 1051
2025
Q2 		$5.15K Hold
186
– – ﹤0.01% 623
2025
Q1 		$4.94K Buy
+186
New +$4.99K ﹤0.01% 638
2024
Q3 		– Sell
-858
Closed -$21K – 1026
2024
Q2 		$21K Sell
858
-225
-21% -$5.56K ﹤0.01% 381
2024
Q1 		$27K Sell
1,083
-339
-24% -$8.13K ﹤0.01% 369
2023
Q4 		$33K Sell
1,422
-678
-32% -$14.8K 0.01% 319
2023
Q3 		$45K Sell
2,100
-3,204
-60% -$72K 0.01% 259
2023
Q2 		$119K Sell
5,304
-1,423,716
-100% -$31.1M 0.02% 166
2023
Q1 		$31.2M Buy
1,429,020
+14,412
+1% +$320K 6.03% 3
2022
Q4 		$31.1M Buy
1,414,608
+2,214
+0.2% +$47.9K 6.37% 2
2022
Q3 		$27.5M Buy
1,412,394
+148,530
+12% +$3.2M 6.31% 4
2022
Q2 		$26.3M Buy
1,263,864
+435,048
+52% +$9.8M 6.38% 3
2022
Q1 		$19.7M Buy
828,816
+14,544
+2% +$344K 4.28% 7
2021
Q4 		$19.9M Buy
814,272
+36,807
+5% +$872K 4.21% 5
2021
Q3 		$17.5M Buy
777,465
+776,064
+55,394% +$18M 4.04% 8
2021
Q2 		$32K Buy
+1,401
New +$31.8K 0.01% 252
2015
Q1 		– Sell
-2,826,693
Closed -$41.6M – 297
2014
Q4 		$41.6M Buy
2,826,693
+173,688
+7% +$2.5M 22.94% 1
2014
Q3 		$37.7M Buy
+2,653,005
New +$38M 25.73% 1

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Financial Management Professionals's SCHV Position: Q3 2026 in Review

Financial Management Professionals increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q3 2026, buying an estimated $597K and bringing the position to 1,738,485 shares worth $57.9M. The position accounts for 5.46% of the portfolio, ranked #6.

Financial Management Professionals first reported a position in SCHV in Q3 2014 and has held it in 20 quarters since. The position peaked at $59.9M in Q2 2026. 770 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Financial Management Professionals held 1,738,485 shares of Schwab US Large-Cap Value ETF worth $57.9M as of Q3 2026.
  • Financial Management Professionals bought 17,371 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $597K.
  • Schwab US Large-Cap Value ETF made up 5.46% of Financial Management Professionals's portfolio in Q3 2026, its #6 holding.
  • Financial Management Professionals first reported a position in Schwab US Large-Cap Value ETF in Q3 2014 and has held it in 20 quarters since.
  • Financial Management Professionals's Schwab US Large-Cap Value ETF position peaked at $59.9M in Q2 2026.
  • 770 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.