GI
SCHV

Gradient Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-7,282
Closed -$201K – 393
2025
Q2 		$201K Buy
+7,282
New +$191K ﹤0.01% 355
2024
Q3 		– Sell
-2,028
Closed -$50.1K – 1086
2024
Q2 		$50.1K Sell
2,028
-3
-0.1% -$74 ﹤0.01% 498
2024
Q1 		$51.4K Buy
2,031
+312
+18% +$7.48K ﹤0.01% 429
2023
Q4 		$40.2K Buy
1,719
+102
+6% +$2.23K ﹤0.01% 587
2023
Q3 		$34.7K Buy
+1,617
New +$36.3K ﹤0.01% 581
2020
Q1 		– Sell
-159
Closed -$3K – 1219
2019
Q4 		$3K Hold
159
– – ﹤0.01% 905
2019
Q3 		$3K Hold
159
– – ﹤0.01% 886
2019
Q2 		$3K Sell
159
-162
-50% -$3K ﹤0.01% 843
2019
Q1 		$6K Sell
321
-870
-73% -$15.4K ﹤0.01% 626
2018
Q4 		$20K Buy
+1,191
New +$21.1K ﹤0.01% 453
2017
Q2 		– Sell
-450
Closed -$7K – 893
2017
Q1 		$7K Buy
+450
New +$7.4K ﹤0.01% 566
2016
Q2 		– Sell
-3
Closed – – 779
2016
Q1 		$0 Hold
3
– – ﹤0.01% 783
2015
Q4 		$0 Hold
3
– – ﹤0.01% 737
2015
Q3 		$0 Hold
3
– – ﹤0.01% 673
2015
Q2 		$0 Hold
3
– – ﹤0.01% 711
2015
Q1 		$0 Buy
+3
New +$44 ﹤0.01% 695
2014
Q4 		– Sell
-3
Closed – – 595
2014
Q3 		$0 Hold
3
– – ﹤0.01% 530
2014
Q2 		$0 Buy
+3
New +$42 ﹤0.01% 558

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

Gradient Investments's SCHV Position: Q3 2025 in Review

Gradient Investments sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 7,282 shares — an estimated $201K sold.

Gradient Investments first reported a position in SCHV in Q2 2014 and held it in 18 quarters. The position peaked at $201K in Q2 2025. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Gradient Investments reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Gradient Investments sold 7,282 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $201K.
  • Gradient Investments first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and held it in 18 quarters.
  • Gradient Investments's Schwab US Large-Cap Value ETF position peaked at $201K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.