SC
SCHV

Stephens Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stephens Consulting’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 		$11.6K Hold
391
– – ﹤0.01% 231
2025
Q3 		$11.4K Sell
391
-143
-27% -$4.06K ﹤0.01% 218
2025
Q2 		$14.8K Hold
534
– – ﹤0.01% 294
2025
Q1 		$14.2K Hold
534
– – ﹤0.01% 295
2024
Q4 		$13.9K Hold
534
– – ﹤0.01% 314
2024
Q3 		$14.3K Hold
534
– – ﹤0.01% 300
2024
Q2 		$13.2K Buy
534
+54
+11% +$1.33K ﹤0.01% 310
2024
Q1 		$12.2K Hold
480
– – ﹤0.01% 294
2023
Q4 		$11.2K Hold
480
– – ﹤0.01% 304
2023
Q3 		$10.3K Hold
480
– – ﹤0.01% 305
2023
Q2 		$10.7K Hold
480
– – ﹤0.01% 300
2023
Q1 		$10.5K Hold
480
– – 0.01% 314
2022
Q4 		$10.6K Hold
480
– – 0.01% 290
2022
Q3 		$9.36K Buy
+480
New +$10.3K 0.01% 343

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

Stephens Consulting's SCHV Position: Q4 2025 in Review

Stephens Consulting held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2025 at 391 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Stephens Consulting first reported a position in SCHV in Q3 2022 and has held it in 14 quarters since. The position peaked at $14.8K in Q2 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Stephens Consulting held 391 shares of Schwab US Large-Cap Value ETF worth $11.6K as of Q4 2025.
  • Stephens Consulting left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2025.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #231 holding.
  • Stephens Consulting first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 14 quarters since.
  • Stephens Consulting's Schwab US Large-Cap Value ETF position peaked at $14.8K in Q2 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.