FWS
SCHV

FinDec Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

FinDec Wealth Services’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
-8,843
Closed -$245K – 36
2025
Q2 		$245K Sell
8,843
-2,328
-21% -$61.2K 0.26% 30
2025
Q1 		$297K Sell
11,171
-9,026
-45% -$242K 0.29% 34
2024
Q4 		$527K Sell
20,197
-2,258
-10% -$61K 0.37% 30
2024
Q3 		$602K Buy
22,455
+141
+0.6% +$3.62K 0.35% 32
2024
Q2 		$551K Buy
22,314
+198
+0.9% +$4.89K 0.35% 33
2024
Q1 		$560K Buy
22,116
+48
+0.2% +$1.15K 0.35% 36
2023
Q4 		$516K Sell
22,068
-6,483
-23% -$142K 0.34% 32
2023
Q3 		$613K Sell
28,551
-2,796
-9% -$62.8K 0.44% 31
2023
Q2 		$701K Sell
31,347
-12,915
-29% -$282K 0.49% 29
2023
Q1 		$968K Sell
44,262
-23,496
-35% -$522K 0.73% 26
2022
Q4 		$1.49M Buy
+67,758
New +$1.47M 1.23% 24

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $13.5B AUM 24.62% 1-Year Est. Return

FinDec Wealth Services's SCHV Position: Q3 2025 in Review

FinDec Wealth Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 8,843 shares — an estimated $245K sold.

FinDec Wealth Services first reported a position in SCHV in Q4 2022 and held it in 11 quarters. The position peaked at $1.49M in Q4 2022. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • FinDec Wealth Services reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • FinDec Wealth Services sold 8,843 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $245K.
  • FinDec Wealth Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 11 quarters.
  • FinDec Wealth Services's Schwab US Large-Cap Value ETF position peaked at $1.49M in Q4 2022.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on FinDec Wealth Services's 13F filing for Q3 2025, filed 23 Oct 2025.