Hazlett, Burt & Watson’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hazlett, Burt & Watson’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	$883K	Sell	28,912 -604	-2%	-$18.8K	0.28%	88
2025 Q4	$873K	Buy	29,516 +215	+0.7%	+$6.28K	0.28%	82
2025 Q3	$853K	Buy	29,301 +19,963	+214%	+$567K	0.3%	76
2025 Q2	$258K	Hold	9,338	–	–	0.11%	172
2025 Q1	$248K	Hold	9,338	–	–	0.11%	164
2024 Q4	$243K	Buy	9,338 +3,680	+65%	+$99.3K	0.11%	177
2024 Q3	$152K	Hold	5,658	–	–	0.07%	231
2024 Q2	$140K	Hold	5,658	–	–	0.07%	224
2024 Q1	$143K	Buy	5,658 +2,463	+77%	+$59.1K	0.09%	204
2023 Q4	$75K	Hold	3,195	–	–	0.05%	263
2023 Q3	$69K	Hold	3,195	–	–	0.05%	261
2023 Q2	$71K	Buy	3,195 +18	+0.6%	+$393	0.05%	254
2023 Q1	$69K	Buy	+3,177	New	+$70.6K	0.06%	241

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

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Hazlett, Burt & Watson's SCHV Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q1 2026, selling an estimated $18.8K and leaving 28,912 shares worth $883K. The position accounts for 0.28% of the portfolio, ranked #88.

Hazlett, Burt & Watson first reported a position in SCHV in Q1 2023 and has held it in 13 quarters since. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Hazlett, Burt & Watson held 28,912 shares of Schwab US Large-Cap Value ETF worth $883K as of Q1 2026.
Hazlett, Burt & Watson sold 604 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $18.8K.
Schwab US Large-Cap Value ETF made up 0.28% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #88 holding.
Hazlett, Burt & Watson first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.