MPM
SCHV

Meritage Portfolio Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Meritage Portfolio Management’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
Q2 		– Sell
-31,236
Closed -$830K – 342
2025
Q1 		$830K Sell
31,236
-7,294
-19% -$196K 0.06% 200
2024
Q4 		$1M Buy
38,530
+7,306
+23% +$197K 0.06% 196
2024
Q3 		$836K Buy
31,224
+411
+1% +$10.6K 0.05% 218
2024
Q2 		$761K Hold
30,813
– – 0.05% 215
2024
Q1 		$780K Sell
30,813
-13,284
-30% -$318K 0.05% 211
2023
Q4 		$1.03M Buy
44,097
+12,216
+38% +$267K 0.07% 194
2023
Q3 		$685K Sell
31,881
-3,867
-11% -$86.8K 0.05% 216
2023
Q2 		$799K Sell
35,748
-9
-0% -$197 0.06% 202
2023
Q1 		$782K Sell
35,757
-1,884
-5% -$41.9K 0.06% 185
2022
Q4 		$828K Sell
37,641
-149,472
-80% -$3.24M 0.06% 193
2022
Q3 		$3.65M Buy
187,113
+151,398
+424% +$3.26M 0.3% 104
2022
Q2 		$743K Sell
35,715
-2,454
-6% -$55.1K 0.06% 198
2022
Q1 		$908K Sell
38,169
-489
-1% -$11.6K 0.06% 197
2021
Q4 		$944K Buy
38,658
+321
+0.8% +$7.6K 0.05% 196
2021
Q3 		$862K Buy
38,337
+4,056
+12% +$93.8K 0.05% 199
2021
Q2 		$781K Sell
34,281
-939
-3% -$21.3K 0.05% 208
2021
Q1 		$766K Sell
35,220
-2,502
-7% -$52.1K 0.05% 201
2020
Q4 		$749K Sell
37,722
-816
-2% -$15.3K 0.06% 195
2020
Q3 		$670K Sell
38,538
-288
-0.7% -$5.04K 0.06% 183
2020
Q2 		$649K Sell
38,826
-86,064
-69% -$1.41M 0.06% 171
2020
Q1 		$1.84M Buy
124,890
+95,367
+323% +$1.75M 0.25% 120
2019
Q4 		$592K Sell
29,523
-8,502
-22% -$165K 0.05% 191
2019
Q3 		$719K Sell
38,025
-1,896
-5% -$35.5K 0.07% 181
2019
Q2 		$747K Buy
39,921
+20,175
+102% +$373K 0.08% 156
2019
Q1 		$360K Sell
19,746
-115,095
-85% -$2.04M 0.04% 165
2018
Q4 		$2.21M Buy
134,841
+122,712
+1,012% +$2.17M 0.25% 133
2018
Q3 		$227K Sell
12,129
-4,494
-27% -$83.3K 0.02% 192
2018
Q2 		$294K Buy
+16,623
New +$297K 0.03% 191

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Meritage Portfolio Management's SCHV Position: Q2 2025 in Review

Meritage Portfolio Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 31,236 shares — an estimated $830K sold.

Meritage Portfolio Management first reported a position in SCHV in Q2 2018 and held it in 28 quarters. The position peaked at $3.65M in Q3 2022. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Meritage Portfolio Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 31,236 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $830K.
  • Meritage Portfolio Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and held it in 28 quarters.
  • Meritage Portfolio Management's Schwab US Large-Cap Value ETF position peaked at $3.65M in Q3 2022.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Meritage Portfolio Management's 13F filing for Q2 2025, filed 25 Jul 2025.