SAS
SCHV

Spurstone Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Spurstone Advisory Services’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 		– Sell
-3
Closed -$89 – 97
2025
Q4 		$89 Hold
3
– – ﹤0.01% 97
2025
Q3 		$87 Hold
3
– – ﹤0.01% 115
2025
Q2 		$83 Hold
3
– – ﹤0.01% 139
2025
Q1 		$79 Hold
3
– – ﹤0.01% 104
2024
Q4 		$78 Buy
+3
New +$81 ﹤0.01% 76

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Spurstone Advisory Services's SCHV Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 3 shares — an estimated $89 sold.

Spurstone Advisory Services first reported a position in SCHV in Q4 2024 and held it in 5 quarters. The position peaked at $89 in Q4 2025. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 3 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $89.
  • Spurstone Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 5 quarters.
  • Spurstone Advisory Services's Schwab US Large-Cap Value ETF position peaked at $89 in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.