My Legacy Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

My Legacy 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
2025 Q2	$257K	Sell	9,106 -4,628	-34%	-$122K	0.09%	188
2025 Q1	$365K	Sell	13,734 -82	-0.6%	-$2.2K	0.14%	157
2024 Q4	$366K	Buy	+13,816	New	+$373K	0.14%	154
2024 Q3	–	Sell	-13,221	Closed	-$326K	–	209
2024 Q2	$326K	Sell	13,221 -1,182	-8%	-$29.2K	0.1%	182
2024 Q1	$365K	Sell	14,403 -171	-1%	-$4.1K	0.12%	178
2023 Q4	$339K	Sell	14,574 -510	-3%	-$11.2K	0.12%	174
2023 Q3	$318K	Sell	15,084 -246	-2%	-$5.53K	0.13%	169
2023 Q2	$347K	Sell	15,330 -1,605	-9%	-$35K	0.14%	172
2023 Q1	$371K	Sell	16,935 -312	-2%	-$6.93K	0.16%	167
2022 Q4	$396K	Sell	17,247 -6,414	-27%	-$139K	0.17%	166
2022 Q3	$470K	Sell	23,661 -3,483	-13%	-$75K	0.24%	151
2022 Q2	$569K	Sell	27,144 -87	-0.3%	-$1.95K	0.28%	133
2022 Q1	$648K	Buy	+27,231	New	+$645K	0.3%	116

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

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

My Legacy Advisors's SCHV Position: Q2 2025 in Review

My Legacy Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 34% in Q2 2025, selling an estimated $122K and leaving 9,106 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #188.

My Legacy Advisors first reported a position in SCHV in Q1 2022 and has held it in 13 quarters since. The position peaked at $648K in Q1 2022. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

My Legacy Advisors held 9,106 shares of Schwab US Large-Cap Value ETF worth $257K as of Q2 2025.
My Legacy Advisors sold 4,628 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $122K.
Schwab US Large-Cap Value ETF made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #188 holding.
My Legacy Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
My Legacy Advisors's Schwab US Large-Cap Value ETF position peaked at $648K in Q1 2022.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.