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

Leading Edge 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
2026 Q1	$215K	Hold	7,061	–	–	0.05%	70
2025 Q4	$209K	Hold	7,061	–	–	0.05%	64
2025 Q3	$206K	Buy	+7,061	New	+$201K	0.05%	63
2024 Q4	–	Sell	-8,199	Closed	-$220K	–	60
2024 Q3	$220K	Hold	8,199	–	–	0.07%	54
2024 Q2	$202K	Sell	8,199 -432	-5%	-$10.7K	0.08%	49
2024 Q1	$219K	Sell	8,631 -2,364	-22%	-$56.7K	0.1%	45
2023 Q4	$257K	Sell	10,995 -1,179	-10%	-$25.8K	0.13%	51
2023 Q3	$262K	Sell	12,174 -1,227	-9%	-$27.6K	0.17%	57
2023 Q2	$300K	Sell	13,401 -8,700	-39%	-$190K	0.2%	48
2023 Q1	$483K	Sell	22,101 -483	-2%	-$10.7K	0.35%	37
2022 Q4	$497K	Buy	+22,584	New	+$489K	0.43%	33

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Leading Edge Financial Planning's SCHV Position: Q1 2026 in Review

Leading Edge Financial Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 7,061 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #70.

Leading Edge Financial Planning first reported a position in SCHV in Q4 2022 and has held it in 11 quarters since. The position peaked at $497K in Q4 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Leading Edge Financial Planning held 7,061 shares of Schwab US Large-Cap Value ETF worth $215K as of Q1 2026.
Leading Edge Financial Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q1 2026, its #70 holding.
Leading Edge Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
Leading Edge Financial Planning's Schwab US Large-Cap Value ETF position peaked at $497K in Q4 2022.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.