SAM
SCHV

Synergy Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Synergy Asset Management’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 		– Sell
-8,261
Closed -$245K – 299
2025
Q4 		$245K Buy
+8,261
New +$241K 0.03% 203
2025
Q1 		– Sell
-1
Closed -$72 – 707
2024
Q4 		$72 Buy
+1
New +$27 ﹤0.01% 845

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Synergy Asset Management's SCHV Position: Q1 2026 in Review

Synergy Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 8,261 shares — an estimated $245K sold.

Synergy Asset Management first reported a position in SCHV in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Synergy Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 8,261 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $245K.
  • Synergy Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's Schwab US Large-Cap Value ETF position peaked at $245K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.