Smart Portfolios LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Smart Portfolios LLC’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	$770K	Sell	25,255 -90	-0.4%	-$2.8K	0.77%	41
2025 Q4	$750K	Hold	25,345	–	–	0.75%	44
2025 Q3	$738K	Sell	25,345 -610	-2%	-$17.3K	0.71%	43
2025 Q2	$718K	Buy	25,955 +85	+0.3%	+$2.23K	0.72%	45
2025 Q1	$688K	Sell	25,870 -30	-0.1%	-$805	0.75%	44
2024 Q4	$675K	Buy	25,900 +115	+0.4%	+$3.1K	0.71%	45
2024 Q3	$691K	Hold	25,785	–	–	0.7%	48
2024 Q2	$637K	Buy	25,785 +915	+4%	+$22.6K	0.64%	47
2024 Q1	$630K	Buy	+24,870	New	+$596K	0.66%	41

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Smart Portfolios LLC's SCHV Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.36% in Q1 2026, selling an estimated $2.8K and leaving 25,255 shares worth $770K. The position accounts for 0.77% of the portfolio, ranked #41.

Smart Portfolios LLC first reported a position in SCHV in Q1 2024 and has held it in 9 quarters since. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Smart Portfolios LLC held 25,255 shares of Schwab US Large-Cap Value ETF worth $770K as of Q1 2026.
Smart Portfolios LLC sold 90 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.8K.
Schwab US Large-Cap Value ETF made up 0.77% of Smart Portfolios LLC's portfolio in Q1 2026, its #41 holding.
Smart Portfolios LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.