OP
SCHV

ORG Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

ORG Partners’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 		$9.64K Hold
325
– – ﹤0.01% 1021
2025
Q3 		$9.47K Hold
325
– – ﹤0.01% 986
2025
Q2 		$9.1K Hold
325
– – ﹤0.01% 922
2025
Q1 		$8.65K Sell
325
-591
-65% -$15.9K ﹤0.01% 828
2024
Q4 		$23.9K Buy
916
+4
+0.4% +$108 ﹤0.01% 698
2024
Q3 		$24.5K Hold
912
– – ﹤0.01% 636
2024
Q2 		$22.4K Buy
+912
New +$22.5K ﹤0.01% 1039
2024
Q1 		– Sell
-588
Closed -$13.7K – 985
2023
Q4 		$13.7K Hold
588
– – ﹤0.01% 720
2023
Q3 		$12.6K Hold
588
– – ﹤0.01% 790
2023
Q2 		$13.2K Buy
+588
New +$12.8K ﹤0.01% 931

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

ORG Partners's SCHV Position: Q4 2025 in Review

ORG Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2025 at 325 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

ORG Partners first reported a position in SCHV in Q2 2023 and has held it in 10 quarters since. The position peaked at $24.5K in Q3 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • ORG Partners held 325 shares of Schwab US Large-Cap Value ETF worth $9.64K as of Q4 2025.
  • ORG Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2025.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1021 holding.
  • ORG Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Schwab US Large-Cap Value ETF position peaked at $24.5K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.