Nalls Sherbakoff Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Nalls Sherbakoff Group’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	$1.9M	Sell	64,282 -13,424	-17%	-$392K	1.37%	16
2025 Q3	$2.26M	Buy	77,706 +4,660	+6%	+$132K	1.53%	11
2025 Q2	$2.02M	Buy	73,046 +360	+0.5%	+$9.46K	1.47%	11
2025 Q1	$1.93M	Buy	+72,686	New	+$1.95M	1.57%	10
2023 Q4	$1.84M	Sell	78,822 -327	-0.4%	-$7.15K	1.64%	12
2023 Q3	$1.7M	Sell	79,149 -93	-0.1%	-$2.09K	1.65%	11
2023 Q2	$1.67M	Buy	79,242 +603	+0.8%	+$13.2K	1.64%	10
2023 Q1	$1.7M	Buy	+78,639	New	+$1.75M	1.69%	9
2018 Q4	$1.42M	Buy	+86,394	New	+$1.53M	2.27%	8

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 1-Year Est. Return

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 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

Nalls Sherbakoff Group's SCHV Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q4 2025, selling an estimated $392K and leaving 64,282 shares worth $1.9M. The position accounts for 1.37% of the portfolio, ranked #16.

Nalls Sherbakoff Group first reported a position in SCHV in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.26M in Q3 2025. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Nalls Sherbakoff Group held 64,282 shares of Schwab US Large-Cap Value ETF worth $1.9M as of Q4 2025.
Nalls Sherbakoff Group sold 13,424 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $392K.
Schwab US Large-Cap Value ETF made up 1.37% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #16 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US Large-Cap Value ETF position peaked at $2.26M in Q3 2025.
930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.