FFO
SCHV

Fortitude Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fortitude Family Office’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
Q2 		– Sell
-1,654
Closed -$44K – 2120
2025
Q1 		$44K Buy
1,654
+8
+0.5% +$215 0.02% 247
2024
Q4 		$42.9K Buy
1,646
+11
+0.7% +$297 0.02% 285
2024
Q3 		$43.8K Buy
1,635
+18
+1% +$462 0.02% 265
2024
Q2 		$40K Hold
1,617
– – 0.02% 202
2024
Q1 		$41K Buy
1,617
+6
+0.4% +$144 0.03% 177
2023
Q4 		$37.6K Buy
+1,611
New +$35.2K 0.03% 212

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
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 $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Fortitude Family Office's SCHV Position: Q2 2025 in Review

Fortitude Family Office sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 1,654 shares — an estimated $44K sold.

Fortitude Family Office first reported a position in SCHV in Q4 2023 and held it in 6 quarters. The position peaked at $44K in Q1 2025. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Fortitude Family Office reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,654 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $44K.
  • Fortitude Family Office first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 6 quarters.
  • Fortitude Family Office's Schwab US Large-Cap Value ETF position peaked at $44K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.