NCFG
SCHV

New Century Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

New Century Financial 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 		– Sell
-24,999
Closed -$728K – 49
2025
Q3 		$728K Buy
24,999
+15,381
+160% +$437K 1.29% 33
2025
Q2 		$266K Sell
9,618
-619
-6% -$16.3K 0.31% 75
2025
Q1 		$272K Buy
10,237
+2,097
+26% +$56.3K 0.31% 101
2024
Q4 		$213K Sell
8,140
-344
-4% -$9.29K 0.09% 278
2024
Q3 		$227K Buy
8,484
+105
+1% +$2.7K 0.08% 286
2024
Q2 		$207K Buy
+8,379
New +$207K 0.09% 270

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

New Century Financial Group's SCHV Position: Q4 2025 in Review

New Century Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 24,999 shares — an estimated $728K sold.

New Century Financial Group first reported a position in SCHV in Q2 2024 and held it in 6 quarters. The position peaked at $728K in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • New Century Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 24,999 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $728K.
  • New Century Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • New Century Financial Group's Schwab US Large-Cap Value ETF position peaked at $728K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.