PPH
SCHV

Pure Portfolios Holdings’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pure Portfolios Holdings’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 		$5.87M Buy
198,395
+1,125
+0.6% +$32.9K 1.77% 17
2025
Q3 		$5.74M Sell
197,270
-1,223
-0.6% -$34.7K 1.8% 17
2025
Q2 		$5.49M Buy
198,493
+23,791
+14% +$625K 1.86% 15
2025
Q1 		$4.64M Buy
174,702
+29,678
+20% +$797K 1.71% 14
2024
Q4 		$3.78M Buy
145,024
+15,643
+12% +$422K 1.4% 20
2024
Q3 		$3.47M Buy
+129,381
New +$3.32M 1.31% 20

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

Pure Portfolios Holdings's SCHV Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.57% in Q4 2025, buying an estimated $32.9K and bringing the position to 198,395 shares worth $5.87M. The position accounts for 1.77% of the portfolio, ranked #17.

Pure Portfolios Holdings first reported a position in SCHV in Q3 2024 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Pure Portfolios Holdings held 198,395 shares of Schwab US Large-Cap Value ETF worth $5.87M as of Q4 2025.
  • Pure Portfolios Holdings bought 1,125 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $32.9K.
  • Schwab US Large-Cap Value ETF made up 1.77% of Pure Portfolios Holdings's portfolio in Q4 2025, its #17 holding.
  • Pure Portfolios Holdings first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.