SAI
SCHV

Savvy Advisors Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$6.96M Sell
228,056
-16,585
-7% -$517K 0.19% 93
2025
Q4 		$7.24M Buy
244,641
+35,864
+17% +$1.05M 0.23% 75
2025
Q3 		$6.08M Sell
208,777
-29,269
-12% -$832K 0.28% 67
2025
Q2 		$6.59M Buy
+238,046
New +$6.26M 0.44% 44
2024
Q3 		– Sell
-18,414
Closed -$455K – 370
2024
Q2 		$455K Buy
+18,414
New +$455K 0.15% 155

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savvy Advisors Inc's SCHV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.8% in Q1 2026, selling an estimated $517K and leaving 228,056 shares worth $6.96M. The position accounts for 0.19% of the portfolio, ranked #93.

Savvy Advisors Inc first reported a position in SCHV in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.24M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Savvy Advisors Inc held 228,056 shares of Schwab US Large-Cap Value ETF worth $6.96M as of Q1 2026.
  • Savvy Advisors Inc sold 16,585 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $517K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Savvy Advisors Inc's portfolio in Q1 2026, its #93 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Schwab US Large-Cap Value ETF position peaked at $7.24M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.