OLVIG
SCHV

Oliver Lagore Vanvalin Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		– Hold
0
– – – 659
2024
Q4 		– Sell
-3
Closed -$81 – 684
2024
Q3 		$83 Hold
3
– – ﹤0.01% 667
2024
Q2 		$76 Hold
3
– – ﹤0.01% 712
2024
Q1 		$78 Buy
+3
New +$72 ﹤0.01% 711

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2025 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHV in Q1 2024 and has held it in 3 quarters since. The position peaked at $83 in Q3 2024. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 0 shares of Schwab US Large-Cap Value ETF worth $3 as of Q2 2025.
  • Oliver Lagore Vanvalin Investment Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2025.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #659 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Schwab US Large-Cap Value ETF position peaked at $83 in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.