MNA
SCHV

Manning & Napier Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Manning & Napier 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
2026
Q1 		$272K Hold
8,910
– – ﹤0.01% 299
2025
Q4 		$266K Buy
8,910
+1,710
+24% +$50K ﹤0.01% 278
2025
Q3 		$210K Buy
+7,200
New +$205K ﹤0.01% 286

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Manning & Napier Advisors's SCHV Position: Q1 2026 in Review

Manning & Napier Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 8,910 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Manning & Napier Advisors first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Manning & Napier Advisors held 8,910 shares of Schwab US Large-Cap Value ETF worth $272K as of Q1 2026.
  • Manning & Napier Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #299 holding.
  • Manning & Napier Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.