KPWG
SCHV

KFA Private Wealth Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KFA Private Wealth 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
Q3 		– Sell
-8,661
Closed -$240K – 142
2025
Q2 		$240K Hold
8,661
– – 0.07% 122
2025
Q1 		$230K Hold
8,661
– – 0.08% 105
2024
Q4 		$226K Hold
8,661
– – 0.09% 83
2024
Q3 		$232K Hold
8,661
– – 0.11% 76
2024
Q2 		$214K Sell
8,661
-1,065
-11% -$26.3K 0.11% 73
2024
Q1 		$246K Buy
+9,726
New +$233K 0.08% 88

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

KFA Private Wealth Group's SCHV Position: Q3 2025 in Review

KFA Private Wealth Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 8,661 shares — an estimated $240K sold.

KFA Private Wealth Group first reported a position in SCHV in Q1 2024 and held it in 6 quarters. The position peaked at $246K in Q1 2024. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • KFA Private Wealth Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • KFA Private Wealth Group sold 8,661 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $240K.
  • KFA Private Wealth Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 6 quarters.
  • KFA Private Wealth Group's Schwab US Large-Cap Value ETF position peaked at $246K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on KFA Private Wealth Group's 13F filing for Q3 2025, filed 3 Oct 2025.