Good Life Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Good Life 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	$221K	Sell	7,988 -5,303	-40%	-$139K	0.01%	464
2025 Q1	$353K	Buy	13,291 +132	+1%	+$3.54K	0.02%	356
2024 Q4	$343K	Buy	13,159 +5,275	+67%	+$142K	0.03%	355
2024 Q3	$211K	Buy	+7,884	New	+$203K	0.01%	536
2024 Q2	–	Sell	-7,995	Closed	-$203K	–	483
2024 Q1	$203K	Buy	+7,995	New	+$192K	0.02%	429
2022 Q2	–	Sell	-8,712	Closed	-$207K	–	390
2022 Q1	$207K	Hold	8,712	–	–	0.03%	363
2021 Q4	$213K	Buy	+8,712	New	+$206K	0.03%	357

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 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 $13.5B AUM 24.62% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Good Life Advisors's SCHV Position: Q2 2025 in Review

Good Life Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 40% in Q2 2025, selling an estimated $139K and leaving 7,988 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #464.

Good Life Advisors first reported a position in SCHV in Q4 2021 and has held it in 7 quarters since. The position peaked at $353K in Q1 2025. 881 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Good Life Advisors held 7,988 shares of Schwab US Large-Cap Value ETF worth $221K as of Q2 2025.
Good Life Advisors sold 5,303 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $139K.
Schwab US Large-Cap Value ETF made up 0.01% of Good Life Advisors's portfolio in Q2 2025, its #464 holding.
Good Life Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
Good Life Advisors's Schwab US Large-Cap Value ETF position peaked at $353K in Q1 2025.
881 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.