IFG
SCHV

Independent Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Independent Financial Group’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
-10,035
Closed -$292K – 1478
2025
Q3 		$292K Buy
10,035
+27
+0.3% +$767 0.01% 1104
2025
Q2 		$277K Buy
10,008
+417
+4% +$11K 0.01% 1070
2025
Q1 		$255K Buy
9,591
+1,482
+18% +$39.8K 0.01% 1003
2024
Q4 		$211K Buy
8,109
+33
+0.4% +$891 0.01% 1073
2024
Q3 		$216K Buy
+8,076
New +$207K 0.01% 1034
2024
Q2 		– Sell
-7,947
Closed -$201K – 1142
2024
Q1 		$201K Buy
+7,947
New +$191K 0.01% 954

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
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 $13.5B AUM 24.62% 1-Year Est. Return

Independent Financial Group's SCHV Position: Q4 2025 in Review

Independent Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 10,035 shares — an estimated $292K sold.

Independent Financial Group first reported a position in SCHV in Q1 2024 and held it in 6 quarters. The position peaked at $292K in Q3 2025. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Independent Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 10,035 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $292K.
  • Independent Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 6 quarters.
  • Independent Financial Group's Schwab US Large-Cap Value ETF position peaked at $292K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.