SB
SCHV

Strategic Blueprint’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-14,603
Closed -$404K – 757
2025
Q2 		$404K Sell
14,603
-2,251
-13% -$59.2K 0.02% 489
2025
Q1 		$448K Buy
16,854
+1,701
+11% +$45.7K 0.02% 447
2024
Q4 		$395K Buy
+15,153
New +$409K 0.02% 465
2024
Q3 		– Sell
-11,196
Closed -$276K – 680
2024
Q2 		$276K Buy
+11,196
New +$277K 0.02% 512
2022
Q1 		– Sell
-10,026
Closed -$245K – 539
2021
Q4 		$245K Buy
10,026
+552
+6% +$13.1K 0.03% 417
2021
Q3 		$213K Sell
9,474
-7,884
-45% -$182K 0.03% 379
2021
Q2 		$396K Buy
17,358
+3,087
+22% +$70K 0.06% 264
2021
Q1 		$311K Buy
+14,271
New +$297K 0.07% 236
2019
Q4 		– Sell
-789
Closed -$15K – 359
2019
Q3 		$15K Buy
+789
New +$14.8K 0.01% 261

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