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

GGM 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 Q1	$3.15M	Sell	122,650 -1,281	-1%	-$34.4K	1.75%	10
2024 Q4	$3.23M	Sell	123,931 -7,742	-6%	-$209K	1.69%	14
2024 Q3	$3.53M	Sell	131,673 -1,365	-1%	-$35.1K	1.52%	19
2024 Q2	$3.3M	Sell	133,038 -2,481	-2%	-$61.3K	1.51%	18
2024 Q1	$3.38M	Sell	135,519 -1,983	-1%	-$47.5K	1.58%	18
2023 Q4	$3.23M	Sell	137,502 -2,934	-2%	-$64.2K	1.34%	20
2023 Q3	$3.02M	Buy	140,436 +174	+0.1%	+$3.91K	1.31%	20
2023 Q2	$3.15M	Sell	140,262 -4,125	-3%	-$90.1K	1.28%	20
2023 Q1	$3.16M	Buy	144,387 +72	+0%	+$1.6K	1.8%	19
2022 Q4	$3.26M	Buy	144,315 +2,418	+2%	+$52.3K	1.68%	17
2022 Q3	$3M	Buy	141,897 +138	+0.1%	+$2.97K	1.62%	14
2022 Q2	$2.95M	Sell	141,759 -2,277	-2%	-$51.1K	1.65%	16
2022 Q1	$3.45M	Buy	+144,036	New	+$3.41M	1.73%	16

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

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

GGM Wealth Advisors's SCHV Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q1 2025, selling an estimated $34.4K and leaving 122,650 shares worth $3.15M. The position accounts for 1.75% of the portfolio, ranked #10.

GGM Wealth Advisors first reported a position in SCHV in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.53M in Q3 2024. 844 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

GGM Wealth Advisors held 122,650 shares of Schwab US Large-Cap Value ETF worth $3.15M as of Q1 2025.
GGM Wealth Advisors sold 1,281 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $34.4K.
Schwab US Large-Cap Value ETF made up 1.75% of GGM Wealth Advisors's portfolio in Q1 2025, its #10 holding.
GGM Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
GGM Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $3.53M in Q3 2024.
844 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.