TWP
SCHV

Total Wealth Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Total Wealth Planning’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
Q4 		$478K Sell
16,150
-293,554
-95% -$8.58M 1.02% 24
2025
Q3 		$9.02M Sell
309,704
-2,852
-0.9% -$81K 1.04% 21
2025
Q2 		$8.65M Buy
312,556
+27,318
+10% +$718K 1.09% 21
2025
Q1 		$7.58M Sell
285,238
-7,440
-3% -$200K 1.16% 17
2024
Q4 		$7.63M Sell
292,678
-26,036
-8% -$703K 1.19% 19
2024
Q3 		$8.54M Sell
318,714
-8,868
-3% -$228K 1.33% 17
2024
Q2 		$8.43M Sell
327,582
-20,367
-6% -$503K 1.38% 18
2024
Q1 		$8.81M Sell
347,949
-27,495
-7% -$659K 1.51% 17
2023
Q4 		$8.77M Sell
375,444
-15,765
-4% -$345K 1.59% 16
2023
Q3 		$8.41M Sell
391,209
-10,341
-3% -$232K 1.72% 16
2023
Q2 		$8.98M Sell
401,550
-8,466
-2% -$185K 1.87% 15
2023
Q1 		$8.96M Sell
410,016
-13,689
-3% -$304K 1.98% 15
2022
Q4 		$9.32M Buy
423,705
+70,656
+20% +$1.53M 2.31% 11
2022
Q3 		$6.89M Buy
353,049
+32,940
+10% +$709K 1.96% 14
2022
Q2 		$6.66M Buy
320,109
+15,738
+5% +$353K 1.93% 15
2022
Q1 		$7.24M Sell
304,371
-143,097
-32% -$3.39M 1.96% 13
2021
Q4 		$8.16M Buy
447,468
+100,767
+29% +$2.39M 5.05% 5
2021
Q3 		$7.8M Buy
346,701
+23,991
+7% +$555K 2.83% 8
2021
Q2 		$7.36M Sell
322,710
-43,410
-12% -$985K 2.88% 9
2021
Q1 		$7.97M Sell
366,120
-37,623
-9% -$784K 3.38% 7
2020
Q4 		$8.01M Sell
403,743
-30,225
-7% -$565K 3.7% 7
2020
Q3 		$7.55M Sell
433,968
-16,572
-4% -$290K 3.92% 7
2020
Q2 		$7.53M Buy
450,540
+3,183
+0.7% +$52K 4.17% 8
2020
Q1 		$6.6M Sell
447,357
-48,393
-10% -$887K 4.29% 6
2019
Q4 		$9.94M Buy
495,750
+3,534
+0.7% +$68.5K 5.3% 5
2019
Q3 		$9.31M Buy
492,216
+17,169
+4% +$321K 5.29% 5
2019
Q2 		$8.89M Buy
475,047
+27,579
+6% +$510K 5.25% 5
2019
Q1 		$8.16M Buy
447,468
+39,666
+10% +$704K 5.05% 5
2018
Q4 		$6.7M Buy
+407,802
New +$7.21M 4.64% 6

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
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

Total Wealth Planning's SCHV Position: Q4 2025 in Review

Total Wealth Planning reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 95% in Q4 2025, selling an estimated $8.58M and leaving 16,150 shares worth $478K. The position accounts for 1.02% of the portfolio, ranked #24.

Total Wealth Planning first reported a position in SCHV in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.94M in Q4 2019. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Total Wealth Planning held 16,150 shares of Schwab US Large-Cap Value ETF worth $478K as of Q4 2025.
  • Total Wealth Planning sold 293,554 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $8.58M.
  • Schwab US Large-Cap Value ETF made up 1.02% of Total Wealth Planning's portfolio in Q4 2025, its #24 holding.
  • Total Wealth Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Schwab US Large-Cap Value ETF position peaked at $9.94M in Q4 2019.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.