STFP
SCHV

Signal Tree Financial Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Signal Tree Financial Partners’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 		$232K Hold
7,593
– – 0.17% 44
2025
Q4 		$225K Hold
7,593
– – 0.17% 45
2025
Q3 		$221K Hold
7,593
– – 0.18% 46
2025
Q2 		$210K Hold
7,593
– – 0.18% 44
2025
Q1 		$202K Buy
+7,593
New +$204K 0.2% 42

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

Signal Tree Financial Partners's SCHV Position: Q1 2026 in Review

Signal Tree Financial Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 7,593 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #44.

Signal Tree Financial Partners first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Signal Tree Financial Partners held 7,593 shares of Schwab US Large-Cap Value ETF worth $232K as of Q1 2026.
  • Signal Tree Financial Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.17% of Signal Tree Financial Partners's portfolio in Q1 2026, its #44 holding.
  • Signal Tree Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.