P
SCHV

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

&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
2026
Q1 		$824K Buy
27,031
+7,906
+41% +$246K ﹤0.01% 1408
2025
Q4 		$566K Sell
19,125
-475
-2% -$13.9K ﹤0.01% 1538
2025
Q3 		$571K Buy
19,600
+4,912
+33% +$140K ﹤0.01% 1378
2025
Q2 		$406K Sell
14,688
-1,323
-8% -$34.8K ﹤0.01% 1454
2025
Q1 		$389K Buy
16,011
+3,772
+31% +$101K ﹤0.01% 1261
2024
Q4 		$321K Buy
12,239
+32
+0.3% +$864 ﹤0.01% 1301
2024
Q3 		$327K Buy
+12,207
New +$314K 0.01% 1056

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

&Partners's SCHV Position: Q1 2026 in Review

&Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 41% in Q1 2026, buying an estimated $246K and bringing the position to 27,031 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

&Partners first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • &Partners held 27,031 shares of Schwab US Large-Cap Value ETF worth $824K as of Q1 2026.
  • &Partners bought 7,906 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $246K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1408 holding.
  • &Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.