SSB
SCHV

Sandy Spring Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sandy Spring Bank’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 		$12.4K Sell
468
-63
-12% -$1.69K ﹤0.01% 810
2024
Q4 		$13.8K Hold
531
– – ﹤0.01% 810
2024
Q3 		$14.2K Hold
531
– – ﹤0.01% 812
2024
Q2 		$13.1K Sell
531
-1,275
-71% -$31.5K ﹤0.01% 838
2024
Q1 		$45.7K Hold
1,806
– – ﹤0.01% 601
2023
Q4 		$42.2K Hold
1,806
– – ﹤0.01% 597
2023
Q3 		$38.8K Hold
1,806
– – ﹤0.01% 585
2023
Q2 		$40.4K Hold
1,806
– – ﹤0.01% 582
2023
Q1 		$39.5K Hold
1,806
– – ﹤0.01% 576
2022
Q4 		$39.7K Hold
1,806
– – ﹤0.01% 568
2022
Q3 		$35K Hold
1,806
– – ﹤0.01% 571
2022
Q2 		$38K Buy
1,806
+150
+9% +$3.37K ﹤0.01% 567
2022
Q1 		$39K Sell
1,656
-450
-21% -$10.7K ﹤0.01% 589
2021
Q4 		$51K Buy
2,106
+237
+13% +$5.61K ﹤0.01% 568
2021
Q3 		$42K Buy
1,869
+213
+13% +$4.93K ﹤0.01% 594
2021
Q2 		$38K Buy
1,656
+318
+24% +$7.21K ﹤0.01% 638
2021
Q1 		$29K Buy
1,338
+1,275
+2,024% +$26.6K ﹤0.01% 610
2020
Q4 		$1K Buy
+63
New +$1.18K ﹤0.01% 940
2015
Q2 		– Sell
-3,366
Closed -$49K – 992
2015
Q1 		$49K Buy
+3,366
New +$49K 0.01% 459

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Sandy Spring Bank's SCHV Position: Q1 2025 in Review

Sandy Spring Bank reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2025, selling an estimated $1.69K and leaving 468 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Sandy Spring Bank first reported a position in SCHV in Q1 2015 and has held it in 19 quarters since. The position peaked at $51K in Q4 2021. 844 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Sandy Spring Bank held 468 shares of Schwab US Large-Cap Value ETF worth $12.4K as of Q1 2025.
  • Sandy Spring Bank sold 63 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $1.69K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #810 holding.
  • Sandy Spring Bank first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and has held it in 19 quarters since.
  • Sandy Spring Bank's Schwab US Large-Cap Value ETF position peaked at $51K in Q4 2021.
  • 844 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.