FFA
SCHV

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

Florida 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
2026
Q1 		$5.32M Sell
174,554
-16,005
-8% -$499K 1.27% 14
2025
Q4 		$5.64M Sell
190,559
-821
-0.4% -$24K 1.53% 13
2025
Q3 		$5.57M Sell
191,380
-15,051
-7% -$428K 1.72% 12
2025
Q2 		$5.71M Sell
206,431
-8,108
-4% -$213K 1.89% 11
2025
Q1 		$5.7M Sell
214,539
-38,965
-15% -$1.05M 2.25% 13
2024
Q4 		$6.61M Sell
253,504
-18,251
-7% -$493K 2.95% 9
2024
Q3 		$7.28M Buy
271,755
+15,378
+6% +$395K 3.75% 7
2024
Q2 		$6.33M Buy
256,377
+708
+0.3% +$17.5K 3.8% 7
2024
Q1 		$6.48M Buy
255,669
+13,539
+6% +$325K 4.76% 6
2023
Q4 		$5.66M Buy
+242,130
New +$5.29M 5.24% 5

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 $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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Florida Financial Advisors's SCHV Position: Q1 2026 in Review

Florida Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 8.4% in Q1 2026, selling an estimated $499K and leaving 174,554 shares worth $5.32M. The position accounts for 1.27% of the portfolio, ranked #14.

Florida Financial Advisors first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.28M in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Florida Financial Advisors held 174,554 shares of Schwab US Large-Cap Value ETF worth $5.32M as of Q1 2026.
  • Florida Financial Advisors sold 16,005 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $499K.
  • Schwab US Large-Cap Value ETF made up 1.27% of Florida Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Florida Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $7.28M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.