First Trust Advisors
SCHV

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

First Trust 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
2024
Q4 		– Sell
-142,920
Closed -$3.83M – 2635
2024
Q3 		$3.83M Buy
+142,920
New +$3.67M ﹤0.01% 1464
2022
Q4 		– Sell
-227,478
Closed -$4.44M – 2541
2022
Q3 		$4.44M Sell
227,478
-2,457
-1% -$52.9K 0.01% 1248
2022
Q2 		$4.78M Buy
229,935
+123,837
+117% +$2.78M 0.01% 1253
2022
Q1 		$2.52M Buy
+106,098
New +$2.51M ﹤0.01% 1686

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First Trust Advisors's SCHV Position: Q4 2024 in Review

First Trust Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 142,920 shares — an estimated $3.83M sold.

First Trust Advisors first reported a position in SCHV in Q1 2022 and held it in 4 quarters. The position peaked at $4.78M in Q2 2022. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • First Trust Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Advisors sold 142,920 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $3.83M.
  • First Trust Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 4 quarters.
  • First Trust Advisors's Schwab US Large-Cap Value ETF position peaked at $4.78M in Q2 2022.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.