IFPL
SCHV

Investments & Financial Planning LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Investments & Financial Planning LLC’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 		$586K Buy
19,216
+1,604
+9% +$50K 0.32% 21
2025
Q4 		$522K Buy
17,612
+3,738
+27% +$109K 0.28% 21
2025
Q3 		$404K Buy
13,874
+855
+7% +$24.3K 0.22% 28
2025
Q2 		$360K Buy
13,019
+24
+0.2% +$631 0.21% 28
2025
Q1 		$345K Buy
12,995
+2,815
+28% +$75.6K 0.22% 27
2024
Q4 		$265K Sell
10,180
-41
-0.4% -$1.11K 0.16% 29
2024
Q3 		$274K Buy
10,221
+12
+0.1% +$308 0.17% 29
2024
Q2 		$252K Sell
10,209
-75
-0.7% -$1.85K 0.17% 31
2024
Q1 		$260K Buy
10,284
+3
+0% +$72 0.18% 30
2023
Q4 		$240K Sell
10,281
-39
-0.4% -$853 0.18% 30
2023
Q3 		$222K Buy
10,320
+69
+0.7% +$1.55K 0.2% 33
2023
Q2 		$229K Buy
10,251
+3
+0% +$66 0.2% 33
2023
Q1 		$224K Buy
10,248
+138
+1% +$3.07K 0.21% 32
2022
Q4 		$222K Buy
+10,110
New +$219K 0.22% 33

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $4.02B AUM 20% 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

Investments & Financial Planning LLC's SCHV Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.1% in Q1 2026, buying an estimated $50K and bringing the position to 19,216 shares worth $586K. The position accounts for 0.32% of the portfolio, ranked #21.

Investments & Financial Planning LLC first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Investments & Financial Planning LLC held 19,216 shares of Schwab US Large-Cap Value ETF worth $586K as of Q1 2026.
  • Investments & Financial Planning LLC bought 1,604 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $50K.
  • Schwab US Large-Cap Value ETF made up 0.32% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #21 holding.
  • Investments & Financial Planning LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.