MC
SCHV

McCarthy & Cox’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

McCarthy & Cox’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
Q4 		– Sell
-20,747
Closed -$604K – 65
2025
Q3 		$604K Buy
20,747
+912
+5% +$25.9K 0.14% 38
2025
Q2 		$549K Buy
+19,835
New +$521K 0.14% 37

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

McCarthy & Cox's SCHV Position: Q4 2025 in Review

McCarthy & Cox sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 20,747 shares — an estimated $604K sold.

McCarthy & Cox first reported a position in SCHV in Q2 2025 and held it in 2 quarters. The position peaked at $604K in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • McCarthy & Cox reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 20,747 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $604K.
  • McCarthy & Cox first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • McCarthy & Cox's Schwab US Large-Cap Value ETF position peaked at $604K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.