Focus Partners Wealth
SCHV

Focus Partners Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Focus Partners Wealth’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 		$20.3M Buy
666,146
+14,858
+2% +$463K 0.02% 492
2025
Q4 		$19.3M Buy
651,288
+379,690
+140% +$11.1M 0.02% 498
2025
Q3 		$7.91M Sell
271,598
-395,958
-59% -$11.2M 0.01% 625
2025
Q2 		$18.5M Buy
667,556
+285,495
+75% +$7.5M 0.04% 376
2025
Q1 		$10.2M Buy
382,061
+107,996
+39% +$2.9M 0.03% 472
2024
Q4 		$7.14M Sell
274,065
-16,395
-6% -$443K 0.02% 540
2024
Q3 		$7.78M Sell
290,460
-33,666
-10% -$865K 0.02% 459
2024
Q2 		$8M Buy
324,126
+164,127
+103% +$4.06M 0.03% 412
2024
Q1 		$4.05M Sell
159,999
-6,153
-4% -$148K 0.03% 362
2023
Q4 		$3.88M Buy
+166,152
New +$3.63M 0.05% 265

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

Focus Partners Wealth's SCHV Position: Q1 2026 in Review

Focus Partners Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q1 2026, buying an estimated $463K and bringing the position to 666,146 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #492.

Focus Partners Wealth first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Focus Partners Wealth held 666,146 shares of Schwab US Large-Cap Value ETF worth $20.3M as of Q1 2026.
  • Focus Partners Wealth bought 14,858 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $463K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #492 holding.
  • Focus Partners Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.