IIM
SCHV

IFC & Insurance Marketing’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-1,299
Closed -$38K – 564
2025
Q4 		$38K Buy
+1,299
New +$38K 0.04% 196

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IFC & Insurance Marketing's SCHV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 1,299 shares — an estimated $38K sold.

IFC & Insurance Marketing first reported a position in SCHV in Q4 2025 and held it in 1 quarter. The position peaked at $38K in Q4 2025. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,299 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $38K.
  • IFC & Insurance Marketing first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab US Large-Cap Value ETF position peaked at $38K in Q4 2025.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.