LSIA
SCHV

LaSalle St. Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LaSalle St. 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
2025
Q4 		– Sell
-22,891
Closed -$666K – 388
2025
Q3 		$666K Buy
+22,891
New +$650K 0.12% 136

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MG
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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 $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
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 $13.3B AUM 18.65% 1-Year Est. Return

LaSalle St. Investment Advisors's SCHV Position: Q4 2025 in Review

LaSalle St. Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 22,891 shares — an estimated $666K sold.

LaSalle St. Investment Advisors first reported a position in SCHV in Q3 2025 and held it in 1 quarter. The position peaked at $666K in Q3 2025. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • LaSalle St. Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 22,891 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $666K.
  • LaSalle St. Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $666K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.