MWM
SCHV

Merriman Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Merriman Wealth 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
2024
Q4 		$1.99M Buy
76,437
+4,056
+6% +$110K 0.08% 63
2024
Q3 		$1.94M Sell
72,381
-912
-1% -$23.4K 0.08% 79
2024
Q2 		$1.81M Sell
73,293
-390
-0.5% -$9.64K 0.08% 76
2024
Q1 		$1.87M Sell
73,683
-7,500
-9% -$180K 0.08% 76
2023
Q4 		$1.9M Sell
81,183
-5,823
-7% -$127K 0.09% 77
2023
Q3 		$1.87M Sell
87,006
-1,164
-1% -$26.1K 0.1% 61
2023
Q2 		$1.97M Buy
88,170
+4,473
+5% +$97.7K 0.1% 80
2023
Q1 		$1.83M Buy
83,697
+13,560
+19% +$301K 0.09% 67
2022
Q4 		$1.54M Sell
70,137
-64,704
-48% -$1.4M 0.08% 74
2022
Q3 		$2.63M Buy
134,841
+104,844
+350% +$2.26M 0.17% 39
2022
Q2 		$624K Sell
29,997
-3,117
-9% -$70K 0.04% 89
2022
Q1 		$788K Sell
33,114
-4,788
-13% -$113K 0.06% 95
2021
Q4 		$925K Sell
37,902
-525
-1% -$12.4K 0.07% 108
2021
Q3 		$864K Sell
38,427
-342
-0.9% -$7.91K 0.07% 106
2021
Q2 		$884K Sell
38,769
-15,849
-29% -$360K 0.08% 122
2021
Q1 		$1.19M Sell
54,618
-708
-1% -$14.7K 0.14% 90
2020
Q4 		$1.1M Sell
55,326
-9,099
-14% -$170K 0.12% 107
2020
Q3 		$1.12M Sell
64,425
-1,365
-2% -$23.9K 0.17% 81
2020
Q2 		$1.1M Sell
65,790
-119,112
-64% -$1.94M 0.17% 79
2020
Q1 		$2.73M Sell
184,902
-207,615
-53% -$3.81M 0.59% 31
2019
Q4 		$7.87M Sell
392,517
-7,761
-2% -$150K 1.52% 16
2019
Q3 		$7.57M Sell
400,278
-10,713
-3% -$200K 1.53% 18
2019
Q2 		$77.5K Buy
410,991
+343,878
+512% +$6.36M 1.49% 20
2019
Q1 		$1.23M Buy
+67,113
New +$1.19M 0.23% 83

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Merriman Wealth Management's SCHV Position: Q4 2024 in Review

Merriman Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5.6% in Q4 2024, buying an estimated $110K and bringing the position to 76,437 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #63.

Merriman Wealth Management first reported a position in SCHV in Q1 2019 and has held it in 24 quarters since. The position peaked at $7.87M in Q4 2019. 824 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Merriman Wealth Management held 76,437 shares of Schwab US Large-Cap Value ETF worth $1.99M as of Q4 2024.
  • Merriman Wealth Management bought 4,056 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $110K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Merriman Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Merriman Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 24 quarters since.
  • Merriman Wealth Management's Schwab US Large-Cap Value ETF position peaked at $7.87M in Q4 2019.
  • 824 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.