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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Strategic Blueprint's SCHV Position: Q3 2025 in Review

Strategic Blueprint sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 14,603 shares — an estimated $404K sold.

Strategic Blueprint first reported a position in SCHV in Q3 2019 and held it in 9 quarters. The position peaked at $448K in Q1 2025. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Strategic Blueprint reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Strategic Blueprint sold 14,603 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $404K.
Strategic Blueprint first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 9 quarters.
Strategic Blueprint's Schwab US Large-Cap Value ETF position peaked at $448K in Q1 2025.
868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Strategic Blueprint's 13F filing for Q3 2025, filed 23 Oct 2025.