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

Scott Marsh 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 Q2	$878K	Buy	+31,732	New	+$834K	0.33%	99

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GAM

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

Scott Marsh Financial's SCHV Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2025: 31,732 shares worth $878K. The stake represents 0.33% of the portfolio and ranks #99 among its holdings.

879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Scott Marsh Financial held 31,732 shares of Schwab US Large-Cap Value ETF worth $878K as of Q2 2025.
Schwab US Large-Cap Value ETF was a new Scott Marsh Financial position in Q2 2025.
Schwab US Large-Cap Value ETF made up 0.33% of Scott Marsh Financial's portfolio in Q2 2025, its #99 holding.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.