MAS
SCHV

MPWM Advisory Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MPWM Advisory Solutions’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
-1,200
Closed -$31.9K – 715
2025
Q1 		$31.9K Hold
1,200
– – 0.02% 188
2024
Q4 		$31.3K Buy
+1,200
New +$32.4K 0.02% 198

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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

MPWM Advisory Solutions's SCHV Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 1,200 shares — an estimated $31.9K sold.

MPWM Advisory Solutions first reported a position in SCHV in Q4 2024 and held it in 2 quarters. The position peaked at $31.9K in Q1 2025. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 1,200 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $31.9K.
  • MPWM Advisory Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Schwab US Large-Cap Value ETF position peaked at $31.9K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.