SFA
SCHV

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

Seneca Financial Advisors’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 		$19.5M Sell
638,696
-14,248
-2% -$444K 5.71% 8
2025
Q4 		$19.3M Buy
652,944
+18,214
+3% +$532K 5.88% 8
2025
Q3 		$18.5M Sell
634,730
-17,759
-3% -$505K 6.03% 8
2025
Q2 		$18.1M Sell
652,489
-34,632
-5% -$910K 6.96% 4
2025
Q1 		$18.3M Buy
687,121
+36,509
+6% +$980K 8.85% 4
2024
Q4 		$17M Buy
650,612
+7,394
+1% +$200K 8.42% 4
2024
Q3 		$17.2M Buy
643,218
+29,406
+5% +$755K 8.38% 3
2024
Q2 		$15.2M Buy
613,812
+11,430
+2% +$282K 7.85% 4
2024
Q1 		$15.3M Buy
602,382
+9,009
+2% +$216K 8.13% 3
2023
Q4 		$13.9M Buy
593,373
+31,017
+6% +$678K 8.04% 3
2023
Q3 		$12.1M Buy
562,356
+10,689
+2% +$240K 8.27% 3
2023
Q2 		$12.3M Sell
551,667
-10,803
-2% -$236K 8.19% 3
2023
Q1 		$12.3M Buy
562,470
+20,631
+4% +$459K 7.9% 3
2022
Q4 		$11.9M Buy
541,839
+39,555
+8% +$856K 7.54% 3
2022
Q3 		$9.8M Buy
502,284
+47,019
+10% +$1.01M 7.01% 5
2022
Q2 		$9.47M Buy
455,265
+62,535
+16% +$1.4M 6.37% 5
2022
Q1 		$9.35M Buy
392,730
+19,479
+5% +$461K 5.68% 5
2021
Q4 		$9.11M Buy
373,251
+6,006
+2% +$142K 5.39% 5
2021
Q3 		$8.26M Buy
367,245
+4,905
+1% +$113K 5.47% 5
2021
Q2 		$8.26M Buy
362,340
+4,569
+1% +$104K 5.4% 5
2021
Q1 		$7.79M Buy
357,771
+9,153
+3% +$191K 5.48% 6
2020
Q4 		$6.92M Buy
+348,618
New +$6.52M 5.26% 6

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

Seneca Financial Advisors's SCHV Position: Q1 2026 in Review

Seneca Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q1 2026, selling an estimated $444K and leaving 638,696 shares worth $19.5M. The position accounts for 5.71% of the portfolio, ranked #8.

Seneca Financial Advisors first reported a position in SCHV in Q4 2020 and has held it in 22 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Seneca Financial Advisors held 638,696 shares of Schwab US Large-Cap Value ETF worth $19.5M as of Q1 2026.
  • Seneca Financial Advisors sold 14,248 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $444K.
  • Schwab US Large-Cap Value ETF made up 5.71% of Seneca Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Seneca Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.