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Keener Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Keener Financial Planning’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
Q3 		– Sell
-1,233
Closed -$34K – 225
2025
Q2 		$34K Buy
+1,233
New +$32.4K 0.02% 116

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Keener Financial Planning's SCHV Position: Q3 2025 in Review

Keener Financial Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 1,233 shares — an estimated $34K sold.

Keener Financial Planning first reported a position in SCHV in Q2 2025 and held it in 1 quarter. The position peaked at $34K in Q2 2025. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Keener Financial Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1,233 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $34K.
  • Keener Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Keener Financial Planning's Schwab US Large-Cap Value ETF position peaked at $34K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Keener Financial Planning's 13F filing for Q3 2025, filed 7 Nov 2025.