OW
SCHV icon

Olistico Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Olistico Wealth’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
Q3 		– Sell
-1,236
Closed -$34.2K – 290
2025
Q2 		$34.2K Hold
1,236
– – 0.02% 195
2025
Q1 		$32.9K Hold
1,236
– – 0.02% 183
2024
Q4 		$32.2K Hold
1,236
– – 0.02% 182
2024
Q3 		$33.1K Sell
1,236
-216
-15% -$5.55K 0.02% 184
2024
Q2 		$35.9K Buy
+1,452
New +$35.9K 0.02% 178

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Olistico Wealth's SCHV Position: Q3 2025 in Review

Olistico Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 1,236 shares — an estimated $34.2K sold.

Olistico Wealth first reported a position in SCHV in Q2 2024 and held it in 5 quarters. The position peaked at $35.9K in Q2 2024. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Olistico Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Olistico Wealth sold 1,236 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $34.2K.
  • Olistico Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 5 quarters.
  • Olistico Wealth's Schwab US Large-Cap Value ETF position peaked at $35.9K in Q2 2024.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.