MeadowBrook Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MeadowBrook Investment 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	$150K	Sell	4,905 -100	-2%	-$3.12K	0.13%	122
2025 Q4	$148K	Hold	5,005	–	–	0.13%	135
2025 Q3	$146K	Hold	5,005	–	–	0.13%	133
2025 Q2	$138K	Sell	5,005 -65	-1%	-$1.71K	0.12%	136
2025 Q1	$135K	Hold	5,070	–	–	0.13%	135
2024 Q4	$132K	Hold	5,070	–	–	0.12%	139
2024 Q3	$136K	Hold	5,070	–	–	0.12%	132
2024 Q2	$125K	Hold	5,070	–	–	0.12%	129
2024 Q1	$128K	Hold	5,070	–	–	0.12%	131
2023 Q4	$118K	Buy	+5,070	New	+$111K	0.11%	133

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

MeadowBrook Investment Advisors's SCHV Position: Q1 2026 in Review

MeadowBrook Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q1 2026, selling an estimated $3.12K and leaving 4,905 shares worth $150K. The position accounts for 0.13% of the portfolio, ranked #122.

MeadowBrook Investment Advisors 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.

MeadowBrook Investment Advisors held 4,905 shares of Schwab US Large-Cap Value ETF worth $150K as of Q1 2026.
MeadowBrook Investment Advisors sold 100 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.12K.
Schwab US Large-Cap Value ETF made up 0.13% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #122 holding.
MeadowBrook Investment Advisors 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 MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.