SF
SCHV

Sun Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sun Financial’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 		$7.52M Buy
227,998
+8,006
+4% +$249K 3.77% 2
2025
Q4 		$6.51M Buy
+219,992
New +$6.43M 3.63% 3

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 $424B AUM 22.96% 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 $13.4B AUM 22.25% 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

Sun Financial's SCHV Position: Q1 2026 in Review

Sun Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.6% in Q1 2026, buying an estimated $249K and bringing the position to 227,998 shares worth $7.52M. The position accounts for 3.77% of the portfolio, ranked #2.

Sun Financial first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. 967 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Sun Financial held 227,998 shares of Schwab US Large-Cap Value ETF worth $7.52M as of Q1 2026.
  • Sun Financial bought 8,006 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $249K.
  • Schwab US Large-Cap Value ETF made up 3.77% of Sun Financial's portfolio in Q1 2026, its #2 holding.
  • Sun Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 967 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.