PFWA
SCHV

Paces Ferry Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Paces Ferry Wealth 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 		$6.43M Sell
210,776
-3,005
-1% -$93.6K 2.67% 9
2025
Q4 		$6.33M Sell
213,781
-2,581
-1% -$75.4K 2.57% 9
2025
Q3 		$6.3M Sell
216,362
-910
-0.4% -$25.9K 2.62% 10
2025
Q2 		$6.01M Buy
217,272
+406
+0.2% +$10.7K 2.76% 9
2025
Q1 		$5.76M Sell
216,866
-1,999
-0.9% -$53.7K 2.87% 9
2024
Q4 		$5.71M Buy
218,865
+3
+0% +$81 2.77% 9
2024
Q3 		$5.86M Sell
218,862
-810
-0.4% -$20.8K 3.37% 7
2024
Q2 		$5.42M Sell
219,672
-4,710
-2% -$116K 3.27% 8
2024
Q1 		$5.68M Sell
224,382
-33,561
-13% -$805K 3.64% 7
2023
Q4 		$6.03M Sell
257,943
-2,055
-0.8% -$44.9K 4.19% 5
2023
Q3 		$5.59M Buy
259,998
+459
+0.2% +$10.3K 4.43% 5
2023
Q2 		$5.8M Sell
259,539
-8,613
-3% -$188K 4.36% 4
2023
Q1 		$5.86M Sell
268,152
-133,320
-33% -$2.96M 4.73% 3
2022
Q4 		$8.84M Buy
401,472
+28,836
+8% +$624K 8.6% 2
2022
Q3 		$7.27M Buy
372,636
+1,614
+0.4% +$34.7K 7.94% 2
2022
Q2 		$7.72M Buy
371,022
+3,669
+1% +$82.4K 7.59% 2
2022
Q1 		$8.74M Buy
367,353
+21,462
+6% +$508K 6.95% 2
2021
Q4 		$8.44M Buy
345,891
+34,062
+11% +$807K 6.05% 2
2021
Q3 		$7.01M Buy
311,829
+10,416
+3% +$241K 5.6% 2
2021
Q2 		$6.87M Buy
301,413
+6,786
+2% +$154K 5.25% 2
2021
Q1 		$6.41M Buy
294,627
+42,774
+17% +$891K 5.57% 2
2020
Q4 		$5M Buy
251,853
+18,138
+8% +$339K 4.57% 3
2020
Q3 		$4.07M Buy
+233,715
New +$4.09M 3.54% 3

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

Paces Ferry Wealth Advisors's SCHV Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q1 2026, selling an estimated $93.6K and leaving 210,776 shares worth $6.43M. The position accounts for 2.67% of the portfolio, ranked #9.

Paces Ferry Wealth Advisors first reported a position in SCHV in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.84M in Q4 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Paces Ferry Wealth Advisors held 210,776 shares of Schwab US Large-Cap Value ETF worth $6.43M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 3,005 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $93.6K.
  • Schwab US Large-Cap Value ETF made up 2.67% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Paces Ferry Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $8.84M in Q4 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.