MAG
SCHV

M3 Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

M3 Advisory 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
2026
Q1 		$2.85M Hold
93,527
– – 1.76% 12
2025
Q4 		$2.77M Buy
93,527
+264
+0.3% +$7.72K 1.69% 15
2025
Q3 		$2.71M Buy
93,263
+276
+0.3% +$7.84K 1.69% 15
2025
Q2 		$2.57M Buy
92,987
+1,377
+2% +$36.2K 1.78% 15
2025
Q1 		$2.43M Buy
91,610
+1,222
+1% +$32.8K 1.92% 13
2024
Q4 		$2.36M Buy
90,388
+12,634
+16% +$341K 1.69% 16
2024
Q3 		$2.08M Buy
77,754
+5,373
+7% +$138K 1.53% 16
2024
Q2 		$1.79M Buy
72,381
+5,007
+7% +$124K 1.47% 17
2024
Q1 		$1.71M Buy
67,374
+1,710
+3% +$41K 1.55% 16
2023
Q4 		$1.53M Buy
+65,664
New +$1.44M 1.8% 14

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

M3 Advisory Group's SCHV Position: Q1 2026 in Review

M3 Advisory Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 93,527 shares worth $2.85M. The position accounts for 1.76% of the portfolio, ranked #12.

M3 Advisory Group first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • M3 Advisory Group held 93,527 shares of Schwab US Large-Cap Value ETF worth $2.85M as of Q1 2026.
  • M3 Advisory Group left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 1.76% of M3 Advisory Group's portfolio in Q1 2026, its #12 holding.
  • M3 Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.