One Charles Private Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

One Charles Private Wealth Services’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	–	Sell	-7,020	Closed	-$208K	–	172
2025 Q4	$208K	Sell	7,020 -834	-11%	-$24.4K	0.05%	160
2025 Q3	$229K	Sell	7,854 -1,392	-15%	-$39.5K	0.06%	145
2025 Q2	$256K	Hold	9,246	–	–	0.07%	136
2025 Q1	$246K	Hold	9,246	–	–	0.08%	125
2024 Q4	$241K	Hold	9,246	–	–	0.08%	131
2024 Q3	$248K	Sell	9,246 -1,983	-18%	-$50.9K	0.09%	131
2024 Q2	$277K	Sell	11,229 -1,767	-14%	-$43.7K	0.12%	112
2024 Q1	$329K	Sell	12,996 -123	-0.9%	-$2.95K	0.14%	102
2023 Q4	$307K	Sell	13,119 -3,465	-21%	-$75.8K	0.16%	103
2023 Q3	$356K	Sell	16,584 -801	-5%	-$18K	0.21%	76
2023 Q2	$389K	Hold	17,385	–	–	0.23%	76
2023 Q1	$380K	Hold	17,385	–	–	0.24%	78
2022 Q4	$383K	Hold	17,385	–	–	0.25%	71
2022 Q3	$339K	Hold	17,385	–	–	0.22%	79
2022 Q2	$361K	Hold	17,385	–	–	0.24%	77
2022 Q1	$414K	Hold	17,385	–	–	0.26%	73
2021 Q4	$424K	Hold	17,385	–	–	0.24%	69
2021 Q3	$391K	Hold	17,385	–	–	0.23%	67
2021 Q2	$396K	Buy	+17,385	New	+$394K	0.27%	68

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

One Charles Private Wealth Services's SCHV Position: Q1 2026 in Review

One Charles Private Wealth Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,020 shares — an estimated $208K sold.

One Charles Private Wealth Services first reported a position in SCHV in Q2 2021 and held it in 19 quarters. The position peaked at $424K in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

One Charles Private Wealth Services reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
One Charles Private Wealth Services sold 7,020 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $208K.
One Charles Private Wealth Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 19 quarters.
One Charles Private Wealth Services's Schwab US Large-Cap Value ETF position peaked at $424K in Q4 2021.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on One Charles Private Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.