SC
SCHV

Swan Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Swan Capital’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
Q2 		– Sell
-429
Closed -$11.4K – 504
2025
Q1 		$11.4K Buy
+429
New +$11.5K 0.01% 130

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 $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 $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Swan Capital's SCHV Position: Q2 2025 in Review

Swan Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 429 shares — an estimated $11.4K sold.

Swan Capital first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $11.4K in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Swan Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 429 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $11.4K.
  • Swan Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Swan Capital's Schwab US Large-Cap Value ETF position peaked at $11.4K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.