PFM
SCHV

Phillips Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Phillips Financial Management’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 		$32.5K Sell
1,067
-973
-48% -$30.3K ﹤0.01% 247
2025
Q4 		$60.4K Hold
2,040
– – ﹤0.01% 240
2025
Q3 		$59.4K Hold
2,040
– – ﹤0.01% 246
2025
Q2 		$56.4K Hold
2,040
– – ﹤0.01% 216
2025
Q1 		$54.2K Hold
2,040
– – ﹤0.01% 210
2024
Q4 		$53.2K Hold
2,040
– – ﹤0.01% 208
2024
Q3 		$54.7K Hold
2,040
– – ﹤0.01% 216
2024
Q2 		$50.4K Hold
2,040
– – ﹤0.01% 214
2024
Q1 		$51.7K Hold
2,040
– – ﹤0.01% 209
2023
Q4 		$47.7K Hold
2,040
– – ﹤0.01% 197
2023
Q3 		$43.8K Hold
2,040
– – ﹤0.01% 194
2023
Q2 		$45.6K Sell
2,040
-4,728
-70% -$103K ﹤0.01% 190
2023
Q1 		$148K Buy
6,768
+1,761
+35% +$39.1K 0.01% 170
2022
Q4 		$110K Hold
5,007
– – 0.01% 166
2022
Q3 		$98K Buy
+5,007
New +$108K 0.01% 161
2019
Q2 		– Sell
-31,905
Closed -$589K – 78
2019
Q1 		$589K Sell
31,905
-18,105
-36% -$321K 0.11% 71
2018
Q4 		$822K Hold
50,010
– – 0.18% 65
2018
Q3 		$938K Buy
50,010
+1,548
+3% +$28.7K 0.19% 59
2018
Q2 		$858K Buy
48,462
+309
+0.6% +$5.51K 0.18% 59
2018
Q1 		$838K Sell
48,153
-5,805
-11% -$106K 0.18% 59
2017
Q4 		$1M Buy
53,958
+1,605
+3% +$28.6K 0.21% 55
2017
Q3 		$904K Buy
52,353
+1,284
+3% +$21.7K 0.2% 59
2017
Q2 		$868K Buy
51,069
+4,965
+11% +$82.6K 0.2% 58
2017
Q1 		$752K Buy
46,104
+2,013
+5% +$33.1K 0.18% 58
2016
Q4 		$711K Buy
44,091
+3,144
+8% +$48.7K 0.18% 59
2016
Q3 		$612K Buy
40,947
+759
+2% +$11.6K 0.16% 58
2016
Q2 		$616K Buy
40,188
+1,722
+4% +$25.2K 0.16% 56
2016
Q1 		$557K Buy
38,466
+4,701
+14% +$64.3K 0.15% 55
2015
Q4 		$445K Buy
33,765
+561
+2% +$7.96K 0.13% 55
2015
Q3 		$455K Buy
33,204
+1,944
+6% +$27.2K 0.13% 56
2015
Q2 		$458K Hold
31,260
– – 0.13% 58
2015
Q1 		$460K Buy
+31,260
New +$455K 0.13% 60

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

Phillips Financial Management's SCHV Position: Q1 2026 in Review

Phillips Financial Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 48% in Q1 2026, selling an estimated $30.3K and leaving 1,067 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Phillips Financial Management first reported a position in SCHV in Q1 2015 and has held it in 32 quarters since. The position peaked at $1M in Q4 2017. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Phillips Financial Management held 1,067 shares of Schwab US Large-Cap Value ETF worth $32.5K as of Q1 2026.
  • Phillips Financial Management sold 973 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $30.3K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #247 holding.
  • Phillips Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and has held it in 32 quarters since.
  • Phillips Financial Management's Schwab US Large-Cap Value ETF position peaked at $1M in Q4 2017.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.