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Plante Moran Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-5,330
Closed -$139K – 933
2024
Q4 		$139K Buy
+5,330
New +$144K 0.01% 215
2022
Q4 		– Sell
-852
Closed -$17K – 961
2022
Q3 		$17K Buy
+852
New +$18.3K ﹤0.01% 496
2022
Q2 		– Sell
-570
Closed -$14K – 1045
2022
Q1 		$14K Sell
570
-2,250
-80% -$53.3K ﹤0.01% 556
2021
Q4 		$69K Hold
2,820
– – 0.01% 306
2021
Q3 		$63K Hold
2,820
– – 0.01% 340
2021
Q2 		$64K Hold
2,820
– – 0.02% 320
2021
Q1 		$61K Buy
2,820
+570
+25% +$11.9K 0.02% 319
2020
Q4 		$45K Hold
2,250
– – 0.01% 381
2020
Q3 		$39K Hold
2,250
– – 0.01% 366
2020
Q2 		$38K Hold
2,250
– – 0.02% 328
2020
Q1 		$33K Sell
2,250
-360
-14% -$6.6K 0.02% 323
2019
Q4 		$52K Sell
2,610
-153
-6% -$2.96K 0.02% 321
2019
Q3 		$52K Hold
2,763
– – 0.02% 333
2019
Q2 		$52K Hold
2,763
– – 0.02% 337
2019
Q1 		$50K Sell
2,763
-855
-24% -$15.2K 0.02% 332
2018
Q4 		$59K Buy
3,618
+855
+31% +$15.1K 0.02% 266
2018
Q3 		$52K Buy
2,763
+513
+23% +$9.51K 0.02% 283
2018
Q2 		$40K Hold
2,250
– – 0.02% 378
2018
Q1 		$40K Hold
2,250
– – 0.02% 390
2017
Q4 		$41K Hold
2,250
– – 0.02% 382
2017
Q3 		$39K Hold
2,250
– – 0.02% 359
2017
Q2 		$38K Buy
+2,250
New +$37.4K 0.02% 367
2016
Q3 		– Sell
-1,392
Closed -$21K – 979
2016
Q2 		$21K Buy
+1,392
New +$20.4K 0.02% 422

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 22.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Plante Moran Financial Advisors's SCHV Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 5,330 shares — an estimated $139K sold.

Plante Moran Financial Advisors first reported a position in SCHV in Q2 2016 and held it in 23 quarters. The position peaked at $139K in Q4 2024. 847 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5,330 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $139K.
  • Plante Moran Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and held it in 23 quarters.
  • Plante Moran Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $139K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.