Marshall Financial Group (Pennsylvania)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025 Q3	$31.5M	Buy	1,081,761 +31,043	+3%	+$882K	8.66%	3
2025 Q2	$29.1M	Sell	1,050,718 -327	-0%	-$8.59K	8.7%	3
2025 Q1	$27.9M	Buy	1,051,045 +48,349	+5%	+$1.3M	8.79%	3
2024 Q4	$26.1M	Buy	1,002,696 +1,575	+0.2%	+$42.5K	7.99%	3
2024 Q3	$26.8M	Buy	1,001,121 +48,396	+5%	+$1.24M	8.1%	3
2024 Q2	$23.5M	Buy	952,725 +30,648	+3%	+$757K	7.63%	3
2024 Q1	$23.4M	Buy	922,077 +27,939	+3%	+$670K	7.7%	3
2023 Q4	$20.9M	Sell	894,138 -585	-0.1%	-$12.8K	7.46%	3
2023 Q3	$19.2M	Sell	894,723 -25,983	-3%	-$584K	7.83%	3
2023 Q2	$20.6M	Buy	920,706 +17,901	+2%	+$391K	7.89%	3
2023 Q1	$19.7M	Sell	902,805 -20,898	-2%	-$464K	8.02%	3
2022 Q4	$20.3M	Buy	923,703 +1,050	+0.1%	+$22.7K	8.73%	2
2022 Q3	$18M	Sell	922,653 -23,238	-2%	-$500K	8.51%	2
2022 Q2	$19.7M	Sell	945,891 -2,820	-0.3%	-$63.3K	8.94%	2
2022 Q1	$22.6M	Buy	948,711 +37,230	+4%	+$881K	9%	3
2021 Q4	$22.2M	Buy	911,481 +45,294	+5%	+$1.07M	8.62%	3
2021 Q3	$19.5M	Buy	866,187 +25,416	+3%	+$588K	8.2%	3
2021 Q2	$19.2M	Buy	840,771 +13,722	+2%	+$311K	8.15%	3
2021 Q1	$18M	Buy	827,049 +27,840	+3%	+$580K	8.17%	3
2020 Q4	$15.9M	Buy	799,209 +66,420	+9%	+$1.24M	7.77%	3
2020 Q3	$12.7M	Buy	732,789 +54,765	+8%	+$958K	7.53%	4
2020 Q2	$11.3M	Sell	678,024 -21,489	-3%	-$351K	7.52%	4
2020 Q1	$10.3M	Sell	699,513 -33,768	-5%	-$619K	8.35%	4
2019 Q4	$14.7M	Buy	733,281 +30,870	+4%	+$598K	9.93%	4
2019 Q3	$13.3M	Buy	702,411 +10,407	+2%	+$195K	10.12%	4
2019 Q2	$12.9M	Buy	692,004 +54,858	+9%	+$1.01M	9.88%	5
2019 Q1	$11.6M	Buy	637,146 +21,090	+3%	+$374K	9.51%	5
2018 Q4	$10.1M	Buy	+616,056	New	+$10.9M	9.59%	4

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHV Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3% in Q3 2025, buying an estimated $882K and bringing the position to 1,081,761 shares worth $31.5M. The position accounts for 8.66% of the portfolio, ranked #3.

Marshall Financial Group (Pennsylvania) first reported a position in SCHV in Q4 2018 and has held it in 28 quarters since. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 1,081,761 shares of Schwab US Large-Cap Value ETF worth $31.5M as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 31,043 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $882K.
Schwab US Large-Cap Value ETF made up 8.66% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #3 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.