IP
SCHV

Ignite Planners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ignite Planners’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 		$798K Buy
26,162
+11,137
+74% +$347K 0.12% 173
2025
Q4 		$467K Buy
15,025
+7,935
+112% +$232K 0.07% 255
2025
Q3 		$206K Buy
+7,090
New +$201K 0.03% 356
2024
Q4 		– Sell
-10,128
Closed -$271K – 318
2024
Q3 		$271K Sell
10,128
-2,265
-18% -$58.2K 0.06% 250
2024
Q2 		$306K Sell
12,393
-840
-6% -$20.8K 0.07% 215
2024
Q1 		$333K Buy
13,233
+3
+0% +$72 0.09% 200
2023
Q4 		$310K Hold
13,230
– – 0.09% 210
2023
Q3 		$278K Sell
13,230
-6,993
-35% -$157K 0.08% 256
2023
Q2 		$447K Sell
20,223
-9,195
-31% -$201K 0.17% 132
2023
Q1 		$645K Sell
29,418
-468
-2% -$10.4K 0.26% 94
2022
Q4 		$681K Buy
+29,886
New +$647K 0.29% 91

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

Ignite Planners's SCHV Position: Q1 2026 in Review

Ignite Planners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 74% in Q1 2026, buying an estimated $347K and bringing the position to 26,162 shares worth $798K. The position accounts for 0.12% of the portfolio, ranked #173.

Ignite Planners first reported a position in SCHV in Q4 2022 and has held it in 11 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ignite Planners held 26,162 shares of Schwab US Large-Cap Value ETF worth $798K as of Q1 2026.
  • Ignite Planners bought 11,137 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $347K.
  • Schwab US Large-Cap Value ETF made up 0.12% of Ignite Planners's portfolio in Q1 2026, its #173 holding.
  • Ignite Planners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.