KIA
SCHV

KCM Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KCM Investment Advisors’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 		$272K Buy
8,928
+1,326
+17% +$41.3K 0.01% 355
2025
Q4 		$225K Hold
7,602
– – 0.01% 372
2025
Q3 		$221K Sell
7,602
-1,000
-12% -$28.4K 0.01% 366
2025
Q2 		$238K Buy
+8,602
New +$226K 0.01% 350
2023
Q1 		– Sell
-11,313
Closed -$249K – 414
2022
Q4 		$249K Buy
11,313
+21
+0.2% +$455 0.01% 361
2022
Q3 		$220K Buy
11,292
+24
+0.2% +$517 0.01% 356
2022
Q2 		$234K Buy
11,268
+18
+0.2% +$404 0.01% 361
2022
Q1 		$268K Buy
11,250
+15
+0.1% +$355 0.01% 362
2021
Q4 		$274K Buy
+11,235
New +$266K 0.01% 357
2021
Q3 		– Sell
-8,796
Closed -$200K – 399
2021
Q2 		$200K Buy
+8,796
New +$200K 0.01% 380
2021
Q1 		– Sell
-11,166
Closed -$222K – 380
2020
Q4 		$222K Buy
+11,166
New +$209K 0.01% 333
2020
Q1 		– Sell
-12,570
Closed -$252K – 337
2019
Q4 		$252K Buy
+12,570
New +$244K 0.01% 310

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