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SCHV

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

NewEdge 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
2026
Q1 		$4.6M Buy
150,725
+382
+0.3% +$11.9K 0.02% 729
2025
Q4 		$4.45M Sell
150,343
-275
-0.2% -$8.04K 0.02% 710
2025
Q3 		$4.38M Buy
150,618
+52,209
+53% +$1.48M 0.02% 682
2025
Q2 		$2.72M Buy
98,409
+5,876
+6% +$154K 0.01% 794
2025
Q1 		$2.46M Buy
92,533
+8,342
+10% +$224K 0.01% 770
2024
Q4 		$2.19M Buy
84,191
+5,894
+8% +$159K 0.01% 796
2024
Q3 		$2.1M Buy
78,297
+40,818
+109% +$1.05M 0.01% 773
2024
Q2 		$926K Buy
37,479
+4,068
+12% +$101K 0.01% 1108
2024
Q1 		$846K Buy
33,411
+5,892
+21% +$141K 0.01% 1081
2023
Q4 		$643K Buy
27,519
+15,759
+134% +$345K 0.01% 1158
2023
Q3 		$253K Buy
11,760
+9,501
+421% +$213K ﹤0.01% 1512
2023
Q2 		$50.5K Sell
2,259
-21,336
-90% -$466K ﹤0.01% 2081
2023
Q1 		$516K Sell
23,595
-24,693
-51% -$549K 0.01% 1102
2022
Q4 		$1.03M Buy
+48,288
New +$1.05M 0.03% 502
2022
Q1 		– Sell
-19,800
Closed -$483K – 1552
2021
Q4 		$483K Buy
19,800
+8,937
+82% +$212K 0.01% 1095
2021
Q3 		$244K Buy
10,863
+150
+1% +$3.47K 0.01% 971
2021
Q2 		$244K Buy
10,713
+6
+0.1% +$136 0.01% 977
2021
Q1 		$233K Buy
10,707
+183
+2% +$3.81K 0.01% 897
2020
Q4 		$209K Buy
+10,524
New +$197K 0.01% 888
2020
Q1 		– Sell
-10,002
Closed -$200K – 884
2019
Q4 		$200K Buy
+10,002
New +$194K 0.01% 762

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

NewEdge Advisors's SCHV Position: Q1 2026 in Review

NewEdge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.25% in Q1 2026, buying an estimated $11.9K and bringing the position to 150,725 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #729.

NewEdge Advisors first reported a position in SCHV in Q4 2019 and has held it in 20 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • NewEdge Advisors held 150,725 shares of Schwab US Large-Cap Value ETF worth $4.6M as of Q1 2026.
  • NewEdge Advisors bought 382 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $11.9K.
  • Schwab US Large-Cap Value ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #729 holding.
  • NewEdge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.