Gunma Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gunma Bank’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	$5.81M	Hold	199,694	–	–	1.82%	22
2025 Q2	$5.53M	Hold	199,694	–	–	1.8%	26
2025 Q1	$5.31M	Sell	199,694 -40,306	-17%	-$1.08M	1.71%	27
2024 Q4	$6.26M	Buy	240,000 +24,000	+11%	+$648K	2.07%	29
2024 Q3	$5.79M	Buy	216,000 +66,000	+44%	+$1.7M	2.38%	27
2024 Q2	$3.7M	Sell	150,000 -150,000	-50%	-$3.71M	3.09%	18
2024 Q1	$7.6M	Buy	+300,000	New	+$7.19M	4%	15
2023 Q4	–	Sell	-165,000	Closed	-$3.54M	–	26
2023 Q3	$3.54M	Buy	165,000 +93,000	+129%	+$2.09M	2.58%	20
2023 Q2	$1.61M	Hold	72,000	–	–	1.09%	24
2023 Q1	$1.57M	Hold	72,000	–	–	0.69%	40
2022 Q4	$1.58M	Hold	72,000	–	–	0.79%	40
2022 Q3	$1.4M	Hold	72,000	–	–	0.86%	41
2022 Q2	$1.5M	Buy	+72,000	New	+$1.62M	0.63%	45
2021 Q4	–	Sell	-129,000	Closed	-$2.9M	–	51
2021 Q3	$2.9M	Buy	129,000 +45,000	+54%	+$1.04M	1.61%	30
2021 Q2	$1.91M	Sell	84,000 -120,000	-59%	-$2.72M	1.26%	42
2021 Q1	$4.44M	Buy	+204,000	New	+$4.25M	2.54%	9
2020 Q4	–	Sell	-216,000	Closed	-$3.76M	–	19
2020 Q3	$3.76M	Buy	+216,000	New	+$3.78M	2.98%	15

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Gunma Bank's SCHV Position: Q3 2025 in Review

Gunma Bank held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2025 at 199,694 shares worth $5.81M. The position accounts for 1.82% of the portfolio, ranked #22.

Gunma Bank first reported a position in SCHV in Q3 2020 and has held it in 17 quarters since. The position peaked at $7.6M in Q1 2024. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Gunma Bank held 199,694 shares of Schwab US Large-Cap Value ETF worth $5.81M as of Q3 2025.
Gunma Bank left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2025.
Schwab US Large-Cap Value ETF made up 1.82% of Gunma Bank's portfolio in Q3 2025, its #22 holding.
Gunma Bank first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 17 quarters since.
Gunma Bank's Schwab US Large-Cap Value ETF position peaked at $7.6M in Q1 2024.
868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Gunma Bank's 13F filing for Q3 2025, filed 6 Nov 2025.