Forvis Mazars Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Forvis Mazars Wealth 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
2025 Q2	–	Sell	-7,857	Closed	-$209K	–	406
2025 Q1	$209K	Buy	+7,857	New	+$211K	0.01%	380
2024 Q4	–	Sell	-15,930	Closed	-$427K	–	428
2024 Q3	$427K	Sell	15,930 -17,955	-53%	-$461K	0.01%	337
2024 Q2	$837K	Hold	33,885	–	–	0.02%	225
2024 Q1	$858K	Hold	33,885	–	–	0.02%	229
2023 Q4	$792K	Sell	33,885 -750	-2%	-$16.4K	0.02%	227
2023 Q3	$744K	Buy	34,635 +20,721	+149%	+$465K	0.02%	226
2023 Q2	$311K	Buy	+13,914	New	+$304K	0.01%	356
2023 Q1	–	Sell	-12,210	Closed	-$269K	–	414
2022 Q4	$269K	Buy	+12,210	New	+$264K	0.01%	344
2018 Q2	–	Sell	-28,635	Closed	-$504K	–	241
2018 Q1	$504K	Hold	28,635	–	–	0.05%	140
2017 Q4	$522K	Buy	+28,635	New	+$510K	0.05%	146

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's SCHV Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 7,857 shares — an estimated $209K sold.

Forvis Mazars Wealth Advisors first reported a position in SCHV in Q4 2017 and held it in 10 quarters. The position peaked at $858K in Q1 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,857 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $209K.
Forvis Mazars Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $858K in Q1 2024.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.