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Promus Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Promus Capital’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
Q3 		$57.9K Hold
1,989
– – 0.04% 149
2025
Q2 		$55K Hold
1,989
– – 0.04% 151
2025
Q1 		$52.9K Hold
1,989
– – 0.04% 142
2024
Q4 		$51.9K Buy
+1,989
New +$53.7K 0.04% 144

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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Avantax Planning Partners
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Promus Capital's SCHV Position: Q3 2025 in Review

Promus Capital held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2025 at 1,989 shares worth $57.9K. The position accounts for 0.04% of the portfolio, ranked #149.

Promus Capital first reported a position in SCHV in Q4 2024 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Promus Capital held 1,989 shares of Schwab US Large-Cap Value ETF worth $57.9K as of Q3 2025.
  • Promus Capital left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2025.
  • Schwab US Large-Cap Value ETF made up 0.04% of Promus Capital's portfolio in Q3 2025, its #149 holding.
  • Promus Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.