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SCHV

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

Teamwork Financial Advisors’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
-7,184
Closed -$213K – 232
2025
Q4 		$213K Buy
+7,184
New +$210K 0.02% 191
2025
Q3 		– Sell
-999,701
Closed -$27.7M – 216
2025
Q2 		$27.7M Buy
999,701
+319,430
+47% +$8.4M 3.2% 7
2025
Q1 		$18.1M Buy
+680,271
New +$18.3M 2.41% 16
2024
Q4 		– Sell
-8,679
Closed -$232K – 192
2024
Q3 		$232K Sell
8,679
-405
-4% -$10.4K 0.03% 144
2024
Q2 		$224K Sell
9,084
-2,331
-20% -$57.6K 0.03% 125
2024
Q1 		$289K Sell
11,415
-834
-7% -$20K 0.04% 148
2023
Q4 		$286K Sell
12,249
-11,946
-49% -$261K 0.05% 148
2023
Q3 		$520K Buy
24,195
+792
+3% +$17.8K 0.08% 125
2023
Q2 		$523K Sell
23,403
-1,131
-5% -$24.7K 0.09% 121
2023
Q1 		$536K Sell
24,534
-1,092
-4% -$24.3K 0.1% 114
2022
Q4 		$564K Sell
25,626
-843
-3% -$18.3K 0.11% 113
2022
Q3 		$516K Buy
26,469
+30
+0.1% +$646 0.11% 111
2022
Q2 		$550K Sell
26,439
-2,373
-8% -$53.3K 0.12% 117
2022
Q1 		$686K Sell
28,812
-8,082
-22% -$191K 0.13% 138
2021
Q4 		$900K Sell
36,894
-1,650
-4% -$39.1K 0.17% 129
2021
Q3 		$867K Sell
38,544
-2,421
-6% -$56K 0.17% 105
2021
Q2 		$934K Sell
40,965
-7,884
-16% -$179K 0.19% 101
2021
Q1 		$1.06M Sell
48,849
-11,709
-19% -$244K 0.25% 84
2020
Q4 		$1.2M Sell
60,558
-7,986
-12% -$149K 0.29% 74
2020
Q3 		$1.19M Buy
68,544
+5,997
+10% +$105K 0.37% 57
2020
Q2 		$1.04M Buy
+62,547
New +$1.02M 0.37% 65

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
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

Teamwork Financial Advisors's SCHV Position: Q1 2026 in Review

Teamwork Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,184 shares — an estimated $213K sold.

Teamwork Financial Advisors first reported a position in SCHV in Q2 2020 and held it in 21 quarters. The position peaked at $27.7M in Q2 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Teamwork Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 7,184 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $213K.
  • Teamwork Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 21 quarters.
  • Teamwork Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $27.7M in Q2 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Teamwork Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.