GM
SCHV

GeoWealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-636
Closed -$16.6K – 1683
2024
Q4 		$16.6K Sell
636
-1,983
-76% -$53.5K ﹤0.01% 1414
2024
Q3 		$70.2K Buy
+2,619
New +$67.3K ﹤0.01% 976
2024
Q2 		– Sell
-6,993
Closed -$177K – 938
2024
Q1 		$177K Sell
6,993
-33,723
-83% -$809K 0.01% 712
2023
Q4 		$951K Buy
+40,716
New +$890K 0.08% 220

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

GeoWealth Management's SCHV Position: Q1 2025 in Review

GeoWealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 636 shares — an estimated $16.6K sold.

GeoWealth Management first reported a position in SCHV in Q4 2023 and held it in 4 quarters. The position peaked at $951K in Q4 2023. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • GeoWealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 636 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $16.6K.
  • GeoWealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 4 quarters.
  • GeoWealth Management's Schwab US Large-Cap Value ETF position peaked at $951K in Q4 2023.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.