GI
SCHV

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

GS 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
2026
Q1 		$246K Sell
8,062
-147
-2% -$4.58K 0.14% 71
2025
Q4 		$243K Hold
8,209
– – 0.13% 71
2025
Q3 		$239K Buy
8,209
+705
+9% +$20K 0.12% 70
2025
Q2 		$208K Sell
7,504
-1,214
-14% -$31.9K 0.09% 75
2025
Q1 		$232K Sell
8,718
-50
-0.6% -$1.34K 0.11% 77
2024
Q4 		$229K Sell
8,768
-1
-0% -$27 0.1% 76
2024
Q3 		$235K Sell
8,769
-711
-8% -$18.3K 0.1% 74
2024
Q2 		$234K Sell
9,480
-777
-8% -$19.2K 0.11% 71
2024
Q1 		$260K Sell
10,257
-24
-0.2% -$575 0.13% 74
2023
Q4 		$240K Buy
10,281
+3,549
+53% +$77.6K 0.13% 73
2023
Q3 		$145K Sell
6,732
-126
-2% -$2.83K 0.08% 83
2023
Q2 		$153K Buy
6,858
+6,222
+978% +$136K 0.08% 84
2023
Q1 		$13.9K Buy
636
+75
+13% +$1.67K 0.01% 101
2022
Q4 		$12.3K Buy
+561
New +$12.1K 0.01% 102

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return