FA
SCHV

Fountainhead AM’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fountainhead AM’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
-15,193
Closed -$442K – 224
2025
Q3 		$442K Buy
15,193
+283
+2% +$8.04K 0.06% 132
2025
Q2 		$413K Buy
+14,910
New +$392K 0.06% 131
2022
Q1 		– Sell
-13,275
Closed -$324K – 81
2021
Q4 		$324K Sell
13,275
-123
-0.9% -$2.91K 0.14% 53
2021
Q3 		$301K Sell
13,398
-2,637
-16% -$61K 0.15% 50
2021
Q2 		$349K Hold
16,035
– – 0.19% 42
2021
Q1 		$349K Sell
16,035
-3,069
-16% -$63.9K 0.19% 42
2020
Q4 		$379K Buy
+19,104
New +$357K 0.24% 35

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $13.5B AUM 24.62% 1-Year Est. Return

Fountainhead AM's SCHV Position: Q4 2025 in Review

Fountainhead AM sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 15,193 shares — an estimated $442K sold.

Fountainhead AM first reported a position in SCHV in Q4 2020 and held it in 7 quarters. The position peaked at $442K in Q3 2025. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Fountainhead AM reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Fountainhead AM sold 15,193 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $442K.
  • Fountainhead AM first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 7 quarters.
  • Fountainhead AM's Schwab US Large-Cap Value ETF position peaked at $442K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.