PAS
SCHV

Parsonex Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Parsonex Advisory 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
-8,397
Closed -$249K – 88
2025
Q4 		$249K Buy
8,397
+30
+0.4% +$877 0.16% 90
2025
Q3 		$244K Sell
8,367
-25
-0.3% -$710 0.17% 87
2025
Q2 		$232K Buy
+8,392
New +$221K 0.19% 91

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 22.96% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Parsonex Advisory Services's SCHV Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 8,397 shares — an estimated $249K sold.

Parsonex Advisory Services first reported a position in SCHV in Q2 2025 and held it in 3 quarters. The position peaked at $249K in Q4 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 8,397 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $249K.
  • Parsonex Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Schwab US Large-Cap Value ETF position peaked at $249K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.