HFS
SCHV

Hopwood Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hopwood Financial Services’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
Q4 		– Sell
-43
Closed -$1.25K – 251
2025
Q3 		$1.25K Hold
43
– – ﹤0.01% 302
2025
Q2 		$1.19K Hold
43
– – ﹤0.01% 288
2025
Q1 		$1.14K Sell
43
-35
-45% -$939 ﹤0.01% 291
2024
Q4 		$2.03K Buy
+78
New +$2.11K ﹤0.01% 298

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
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 $13.3B AUM 18.65% 1-Year Est. Return

Hopwood Financial Services's SCHV Position: Q4 2025 in Review

Hopwood Financial Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 43 shares — an estimated $1.25K sold.

Hopwood Financial Services first reported a position in SCHV in Q4 2024 and held it in 4 quarters. The position peaked at $2.03K in Q4 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Hopwood Financial Services reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 43 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $1.25K.
  • Hopwood Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Schwab US Large-Cap Value ETF position peaked at $2.03K in Q4 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.