SWM
SCHV

Stark Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stark Wealth 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
2025
Q4 		$636K Buy
21,468
+259
+1% +$7.57K 2.39% 14
2025
Q3 		$617K Sell
21,209
-11,104
-34% -$315K 2.83% 12
2025
Q2 		$884K Buy
32,313
+9,336
+41% +$245K 1.26% 19
2025
Q1 		$611K Sell
22,977
-601,848
-96% -$16.2M 6.29% 4
2024
Q4 		$16.3M Buy
+624,825
New +$16.9M 12% 2

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Stark Wealth Management's SCHV Position: Q4 2025 in Review

Stark Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q4 2025, buying an estimated $7.57K and bringing the position to 21,468 shares worth $636K. The position accounts for 2.39% of the portfolio, ranked #14.

Stark Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.3M in Q4 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Stark Wealth Management held 21,468 shares of Schwab US Large-Cap Value ETF worth $636K as of Q4 2025.
  • Stark Wealth Management bought 259 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $7.57K.
  • Schwab US Large-Cap Value ETF made up 2.39% of Stark Wealth Management's portfolio in Q4 2025, its #14 holding.
  • Stark Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Stark Wealth Management's Schwab US Large-Cap Value ETF position peaked at $16.3M in Q4 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.