RF
SCHV

Roxbury Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Roxbury Financial’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
-93
Closed -$2.62K – 393
2024
Q4 		$2.62K Buy
+93
New +$2.51K ﹤0.01% 352

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

Roxbury Financial's SCHV Position: Q1 2025 in Review

Roxbury Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 93 shares — an estimated $2.62K sold.

Roxbury Financial first reported a position in SCHV in Q4 2024 and held it in 1 quarter. The position peaked at $2.62K in Q4 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Roxbury Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 93 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $2.62K.
  • Roxbury Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's Schwab US Large-Cap Value ETF position peaked at $2.62K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.