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

Raleigh Capital 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 Q1	–	Sell	-4,381	Closed	-$114K	–	959
2024 Q4	$114K	Buy	4,381 +28	+0.6%	+$756	0.04%	241
2024 Q3	$117K	Buy	4,353 +48	+1%	+$1.23K	0.05%	248
2024 Q2	$106K	Hold	4,305	–	–	0.05%	243
2024 Q1	$109K	Buy	4,305 +24	+0.6%	+$575	0.05%	233
2023 Q4	$100K	Buy	4,281 +30	+0.7%	+$656	0.05%	224
2023 Q3	$91.4K	Buy	4,251 +27	+0.6%	+$606	0.05%	215
2023 Q2	$94.5K	Buy	4,224 +24	+0.6%	+$524	0.05%	214
2023 Q1	$91.8K	Buy	4,200 +27	+0.6%	+$600	0.05%	219
2022 Q4	$91.8K	Buy	+4,173	New	+$90.3K	0.05%	215

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Raleigh Capital Management's SCHV Position: Q1 2025 in Review

Raleigh Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 4,381 shares — an estimated $114K sold.

Raleigh Capital Management first reported a position in SCHV in Q4 2022 and held it in 9 quarters. The position peaked at $117K in Q3 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

Raleigh Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 4,381 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $114K.
Raleigh Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 9 quarters.
Raleigh Capital Management's Schwab US Large-Cap Value ETF position peaked at $117K in Q3 2024.
843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.