MHS
SCHV

M Holdings Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-20,466
Closed -$447K – 403
2023
Q1 		$447K Buy
+20,466
New +$455K 0.05% 285

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

M Holdings Securities's SCHV Position: Q1 2026 in Review

M Holdings Securities reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q1 2026, selling an estimated $12.2K and leaving 17,519 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #240.

M Holdings Securities first reported a position in SCHV in Q1 2021 and has held it in 9 quarters since. The position peaked at $642K in Q1 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • M Holdings Securities held 17,519 shares of Schwab US Large-Cap Value ETF worth $576K as of Q1 2026.
  • M Holdings Securities sold 393 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $12.2K.
  • Schwab US Large-Cap Value ETF made up 0.04% of M Holdings Securities's portfolio in Q1 2026, its #240 holding.
  • M Holdings Securities first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 9 quarters since.
  • M Holdings Securities's Schwab US Large-Cap Value ETF position peaked at $642K in Q1 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.