SF
SCHV

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

Safeguard 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 		$8.1M Buy
304,620
+22,270
+8% +$598K 1.77% 8
2024
Q4 		$7.36M Buy
282,350
+72,743
+35% +$1.96M 1.6% 8
2024
Q3 		$5.62M Sell
209,607
-7,413
-3% -$190K 1.32% 8
2024
Q2 		$5.36M Buy
217,020
+29,517
+16% +$729K 1.49% 8
2024
Q1 		$4.75M Sell
187,503
-2,298
-1% -$55.1K 1.55% 9
2023
Q4 		$4.43M Buy
189,801
+11,835
+7% +$259K 1.68% 9
2023
Q3 		$3.82M Sell
177,966
-9,867
-5% -$222K 1.84% 9
2023
Q2 		$4.2M Buy
187,833
+1,953
+1% +$42.6K 2.02% 8
2023
Q1 		$4.06M Sell
185,880
-20,739
-10% -$461K 2.47% 7
2022
Q4 		$4.55M Buy
206,619
+21,729
+12% +$470K 3.26% 6
2022
Q3 		$3.61M Buy
184,890
+28,371
+18% +$611K 3.34% 4
2022
Q2 		$3.26M Buy
156,519
+7,260
+5% +$163K 3.89% 5
2022
Q1 		$3.55M Buy
+149,259
New +$3.53M 5.31% 4

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

Safeguard Financial's SCHV Position: Q1 2025 in Review

Safeguard Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.9% in Q1 2025, buying an estimated $598K and bringing the position to 304,620 shares worth $8.1M. The position accounts for 1.77% of the portfolio, ranked #8.

Safeguard Financial first reported a position in SCHV in Q1 2022 and has held it in 13 quarters since. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Safeguard Financial held 304,620 shares of Schwab US Large-Cap Value ETF worth $8.1M as of Q1 2025.
  • Safeguard Financial bought 22,270 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $598K.
  • Schwab US Large-Cap Value ETF made up 1.77% of Safeguard Financial's portfolio in Q1 2025, its #8 holding.
  • Safeguard Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.