MAM
SCHV

MMA Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MMA Asset 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
Q4 		– Sell
-3,737
Closed -$109K – 278
2025
Q3 		$109K Buy
+3,737
New +$106K 0.04% 188
2024
Q2 		– Sell
-5,844
Closed -$148K – 217
2024
Q1 		$148K Buy
+5,844
New +$140K 0.07% 125

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

MMA Asset Management's SCHV Position: Q4 2025 in Review

MMA Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 3,737 shares — an estimated $109K sold.

MMA Asset Management first reported a position in SCHV in Q1 2024 and held it in 2 quarters. The position peaked at $148K in Q1 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • MMA Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 3,737 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $109K.
  • MMA Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • MMA Asset Management's Schwab US Large-Cap Value ETF position peaked at $148K in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.