SBIA
SCHV

Sheaff Brock Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$459K Sell
17,284
-2,250
-12% -$60.4K 0.04% 273
2024
Q4 		$509K Buy
19,534
+400
+2% +$10.8K 0.04% 253
2024
Q3 		$513K Sell
19,134
-630
-3% -$16.2K 0.04% 252
2024
Q2 		$488K Sell
19,764
-1,200
-6% -$29.7K 0.05% 250
2024
Q1 		$531K Sell
20,964
-1,320
-6% -$31.6K 0.03% 278
2023
Q4 		$521K Sell
22,284
-3,000
-12% -$65.6K 0.04% 265
2023
Q3 		$543K Sell
25,284
-600
-2% -$13.5K 0.05% 239
2023
Q2 		$579K Hold
25,884
– – 0.05% 235
2023
Q1 		$566K Buy
25,884
+330
+1% +$7.33K 0.05% 241
2022
Q4 		$562K Sell
25,554
-840
-3% -$18.2K 0.06% 227
2022
Q3 		$515K Buy
26,394
+75
+0.3% +$1.61K 0.06% 229
2022
Q2 		$548K Buy
26,319
+2,115
+9% +$47.5K 0.05% 228
2022
Q1 		$576K Buy
24,204
+3,930
+19% +$93K 0.04% 255
2021
Q4 		$495K Sell
20,274
-900
-4% -$21.3K 0.03% 282
2021
Q3 		$476K Buy
21,174
+150
+0.7% +$3.47K 0.04% 274
2021
Q2 		$479K Buy
21,024
+420
+2% +$9.53K 0.03% 273
2021
Q1 		$449K Sell
20,604
-1,350
-6% -$28.1K 0.04% 267
2020
Q4 		$436K Buy
21,954
+3,630
+20% +$67.9K 0.04% 261
2020
Q3 		$319K Sell
18,324
-2,796
-13% -$48.9K 0.03% 290
2020
Q2 		$353K Hold
21,120
– – 0.03% 275
2020
Q1 		$312K Buy
21,120
+2,820
+15% +$51.7K 0.04% 259
2019
Q4 		$367K Sell
18,300
-990
-5% -$19.2K 0.04% 292
2019
Q3 		$365K Sell
19,290
-1,950
-9% -$36.5K 0.04% 300
2019
Q2 		$397K Buy
21,240
+1,200
+6% +$22.2K 0.04% 287
2019
Q1 		$366K Buy
20,040
+2,565
+15% +$45.5K 0.04% 315
2018
Q4 		$287K Buy
17,475
+600
+4% +$10.6K 0.05% 325
2018
Q3 		$315K Buy
16,875
+4,500
+36% +$83.4K 0.03% 349
2018
Q2 		$219K Sell
12,375
-6,000
-33% -$107K 0.02% 437
2018
Q1 		$324K Buy
18,375
+5,475
+42% +$100K 0.03% 342
2017
Q4 		$235K Hold
12,900
– – 0.03% 417
2017
Q3 		$223K Hold
12,900
– – 0.03% 446
2017
Q2 		$216K Buy
+12,900
New +$214K 0.03% 488

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

Sheaff Brock Investment Advisors's SCHV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2025, selling an estimated $60.4K and leaving 17,284 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #273.

Sheaff Brock Investment Advisors first reported a position in SCHV in Q2 2017 and has held it in 32 quarters since. The position peaked at $579K in Q2 2023. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Sheaff Brock Investment Advisors held 17,284 shares of Schwab US Large-Cap Value ETF worth $459K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 2,250 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $60.4K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #273 holding.
  • Sheaff Brock Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 32 quarters since.
  • Sheaff Brock Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $579K in Q2 2023.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.