FG
SCHV

Foster Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Foster Group’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
Q4 		– Sell
-7,907
Closed -$230K – 307
2025
Q3 		$230K Buy
7,907
+17
+0.2% +$483 0.01% 243
2025
Q2 		$218K Buy
+7,890
New +$207K 0.01% 235
2023
Q3 		– Sell
-9,141
Closed -$204K – 173
2023
Q2 		$204K Sell
9,141
-348
-4% -$7.6K 0.01% 163
2023
Q1 		$207K Buy
+9,489
New +$211K 0.01% 155

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
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

Foster Group's SCHV Position: Q4 2025 in Review

Foster Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 7,907 shares — an estimated $230K sold.

Foster Group first reported a position in SCHV in Q1 2023 and held it in 4 quarters. The position peaked at $230K in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Foster Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Group sold 7,907 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $230K.
  • Foster Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 4 quarters.
  • Foster Group's Schwab US Large-Cap Value ETF position peaked at $230K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Foster Group's 13F filing for Q4 2025, filed 12 Jan 2026.