SAM
SCHV

Smartleaf Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Smartleaf Asset Management’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 		$1.01M Buy
33,844
+459
+1% +$14.3K 0.04% 394
2025
Q4 		$996K Buy
33,385
+10,129
+44% +$296K 0.04% 375
2025
Q3 		$675K Buy
23,256
+884
+4% +$25.1K 0.04% 416
2025
Q2 		$616K Sell
22,372
-1,217
-5% -$32K 0.05% 339
2025
Q1 		$621K Buy
23,589
+9,372
+66% +$252K 0.06% 315
2024
Q4 		$369K Buy
14,217
+8,256
+139% +$223K 0.04% 391
2024
Q3 		$159K Buy
5,961
+3,099
+108% +$79.6K 0.02% 566
2024
Q2 		$70.7K Buy
2,862
+1,002
+54% +$24.8K 0.01% 658
2024
Q1 		$46.9K Buy
1,860
+1,518
+444% +$36.4K 0.01% 688
2023
Q4 		$8K Buy
+342
New +$7.48K ﹤0.01% 798

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

Smartleaf Asset Management's SCHV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q1 2026, buying an estimated $14.3K and bringing the position to 33,844 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #394.

Smartleaf Asset Management first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Smartleaf Asset Management held 33,844 shares of Schwab US Large-Cap Value ETF worth $1.01M as of Q1 2026.
  • Smartleaf Asset Management bought 459 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $14.3K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #394 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.