PWMG
SCHV

Private Wealth Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Private Wealth Management Group’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 		– Sell
-135
Closed -$3.93K – 1527
2025
Q3 		$3.93K Hold
135
– – ﹤0.01% 889
2025
Q2 		$3.74K Hold
135
– – ﹤0.01% 872
2025
Q1 		$3.59K Hold
135
– – ﹤0.01% 853
2024
Q4 		$3.52K Hold
135
– – ﹤0.01% 884
2024
Q3 		$3.62K Hold
135
– – ﹤0.01% 854
2024
Q2 		$3.33K Hold
135
– – ﹤0.01% 874
2024
Q1 		$3.42K Hold
135
– – ﹤0.01% 766
2023
Q4 		$3.15K Buy
+135
New +$2.95K ﹤0.01% 787

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
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

Private Wealth Management Group's SCHV Position: Q4 2025 in Review

Private Wealth Management Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 135 shares — an estimated $3.93K sold.

Private Wealth Management Group first reported a position in SCHV in Q4 2023 and held it in 8 quarters. The position peaked at $3.93K in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Private Wealth Management Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 135 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $3.93K.
  • Private Wealth Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Schwab US Large-Cap Value ETF position peaked at $3.93K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.