Mark Sheptoff Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mark Sheptoff 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	$41.5K	Hold	1,275	–	–	0.02%	195
2025 Q4	$37.8K	Hold	1,275	–	–	0.02%	214
2025 Q3	$37.1K	Hold	1,275	–	–	0.02%	216
2025 Q2	$35.3K	Hold	1,275	–	–	0.02%	212
2025 Q1	$33.9K	Hold	1,275	–	–	0.02%	197
2024 Q4	$33.2K	Hold	1,275	–	–	0.02%	211
2024 Q3	$34.2K	Hold	1,275	–	–	0.02%	197
2024 Q2	$31.5K	Hold	1,275	–	–	0.02%	217
2024 Q1	$32.3K	Hold	1,275	–	–	0.02%	200
2023 Q4	$29.8K	Hold	1,275	–	–	0.02%	196
2023 Q3	$27.4K	Hold	1,275	–	–	0.02%	189
2023 Q2	$28.5K	Hold	1,275	–	–	0.02%	200
2023 Q1	$27.9K	Hold	1,275	–	–	0.02%	191
2022 Q4	$28.1K	Hold	1,275	–	–	0.02%	190
2022 Q3	$25K	Hold	1,275	–	–	0.02%	187
2022 Q2	$27K	Hold	1,275	–	–	0.02%	197
2022 Q1	$30K	Hold	1,275	–	–	0.02%	210
2021 Q4	$31K	Hold	1,275	–	–	0.01%	218
2021 Q3	$29K	Hold	1,275	–	–	0.02%	214
2021 Q2	$29K	Hold	1,275	–	–	0.02%	240
2021 Q1	$28K	Hold	1,275	–	–	0.02%	208
2020 Q4	$25K	Hold	1,275	–	–	0.01%	202
2020 Q3	$22K	Hold	1,275	–	–	0.01%	186
2020 Q2	$21K	Hold	1,275	–	–	0.01%	196
2020 Q1	$19K	Sell	1,275 -771	-38%	-$14.1K	0.01%	183
2019 Q4	$41K	Hold	2,046	–	–	0.03%	166
2019 Q3	$39K	Hold	2,046	–	–	0.03%	162
2019 Q2	$38K	Hold	2,046	–	–	0.03%	174
2019 Q1	$37K	Hold	2,046	–	–	0.03%	168
2018 Q4	$34K	Hold	2,046	–	–	0.03%	155
2018 Q3	$38K	Hold	2,046	–	–	0.03%	190
2018 Q2	$36K	Hold	2,046	–	–	0.03%	185
2018 Q1	$36K	Hold	2,046	–	–	0.03%	185
2017 Q4	$37K	Hold	2,046	–	–	0.02%	193
2017 Q3	$35K	Buy	+2,046	New	+$34.6K	0.02%	202

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

Mark Sheptoff Financial Planning's SCHV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 1,275 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Mark Sheptoff Financial Planning first reported a position in SCHV in Q3 2017 and has held it in 35 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Mark Sheptoff Financial Planning held 1,275 shares of Schwab US Large-Cap Value ETF worth $41.5K as of Q1 2026.
Mark Sheptoff Financial Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #195 holding.
Mark Sheptoff Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 35 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.