PIM
SCHV

Pullen Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pullen Investment Management’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
-7,167
Closed -$209K – 102
2025
Q3 		$209K Buy
+7,167
New +$204K 0.11% 99

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MG
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Envestnet Asset Management
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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
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

Pullen Investment Management's SCHV Position: Q4 2025 in Review

Pullen Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 7,167 shares — an estimated $209K sold.

Pullen Investment Management first reported a position in SCHV in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Pullen Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Pullen Investment Management sold 7,167 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $209K.
  • Pullen Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Pullen Investment Management's Schwab US Large-Cap Value ETF position peaked at $209K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Pullen Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.