Planning Project LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Planning Project LLC’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	$8.45K	Buy	+285	New	+$8.33K	﹤0.01%	107

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Planning Project LLC's SCHV Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2025: 285 shares worth $8.45K. The stake represents ﹤0.01% of the portfolio and ranks #107 among its holdings.

932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Planning Project LLC held 285 shares of Schwab US Large-Cap Value ETF worth $8.45K as of Q4 2025.
Schwab US Large-Cap Value ETF was a new Planning Project LLC position in Q4 2025.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #107 holding.
932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.