PP
SCHV

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

PrairieView 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
2025
Q2 		$6.18M Sell
223,537
-3,436
-2% -$90.3K 0.6% 25
2025
Q1 		$6.03M Sell
226,973
-16,518
-7% -$443K 0.63% 22
2024
Q4 		$6.35M Sell
243,491
-22,717
-9% -$613K 0.66% 22
2024
Q3 		$7.13M Sell
266,208
-14,409
-5% -$370K 0.74% 22
2024
Q2 		$6.93M Sell
280,617
-12,336
-4% -$305K 0.78% 19
2024
Q1 		$7.42M Sell
292,953
-12,645
-4% -$303K 0.85% 18
2023
Q4 		$7.14M Sell
305,598
-14,523
-5% -$318K 0.88% 18
2023
Q3 		$6.88M Sell
320,121
-8,325
-3% -$187K 0.93% 18
2023
Q2 		$7.34M Sell
328,446
-22,365
-6% -$488K 0.96% 18
2023
Q1 		$7.67M Sell
350,811
-9,315
-3% -$207K 1.05% 17
2022
Q4 		$7.92M Sell
360,126
-18,714
-5% -$405K 1.17% 18
2022
Q3 		$7.39M Sell
378,840
-28,335
-7% -$610K 1.21% 18
2022
Q2 		$8.47M Sell
407,175
-11,028
-3% -$248K 1.32% 17
2022
Q1 		$9.95M Buy
418,203
+7,227
+2% +$171K 1.41% 17
2021
Q4 		$10M Sell
410,976
-6,981
-2% -$165K 1.4% 17
2021
Q3 		$9.4M Sell
417,957
-8,133
-2% -$188K 1.4% 17
2021
Q2 		$9.71M Sell
426,090
-8,592
-2% -$195K 1.45% 17
2021
Q1 		$9.46M Sell
434,682
-18,411
-4% -$384K 1.51% 17
2020
Q4 		$8.99M Sell
453,093
-10,260
-2% -$192K 1.58% 16
2020
Q3 		$8.06M Sell
463,353
-3,945
-0.8% -$69K 1.69% 16
2020
Q2 		$7.8M Buy
467,298
+1,986
+0.4% +$32.4K 1.72% 16
2020
Q1 		$6.87M Buy
465,312
+88,044
+23% +$1.61M 1.73% 15
2019
Q4 		$7.56M Sell
377,268
-31,710
-8% -$614K 1.62% 16
2019
Q3 		$7.73M Buy
408,978
+44,193
+12% +$827K 1.79% 15
2019
Q2 		$6.83M Sell
364,785
-1,980
-0.5% -$36.6K 1.7% 15
2019
Q1 		$6.69M Buy
366,765
+2,694
+0.7% +$47.8K 1.72% 14
2018
Q4 		$5.98M Buy
364,071
+17,565
+5% +$311K 1.68% 14
2018
Q3 		$6.48M Sell
346,506
-483
-0.1% -$8.95K 1.7% 14
2018
Q2 		$6.14M Buy
346,989
+5,910
+2% +$105K 1.58% 15
2018
Q1 		$6.01M Sell
341,079
-888
-0.3% -$16.3K 1.43% 16
2017
Q4 		$6.23M Buy
+341,967
New +$6.08M 1.75% 15

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 $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 $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PrairieView Partners's SCHV Position: Q2 2025 in Review

PrairieView Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.5% in Q2 2025, selling an estimated $90.3K and leaving 223,537 shares worth $6.18M. The position accounts for 0.6% of the portfolio, ranked #25.

PrairieView Partners first reported a position in SCHV in Q4 2017 and has held it in 31 quarters since. The position peaked at $10M in Q4 2021. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • PrairieView Partners held 223,537 shares of Schwab US Large-Cap Value ETF worth $6.18M as of Q2 2025.
  • PrairieView Partners sold 3,436 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $90.3K.
  • Schwab US Large-Cap Value ETF made up 0.6% of PrairieView Partners's portfolio in Q2 2025, its #25 holding.
  • PrairieView Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's Schwab US Large-Cap Value ETF position peaked at $10M in Q4 2021.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.