VFIC
SCHV

Valley Forge Investment Consultants’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Valley Forge Investment Consultants’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 		$2.35M Sell
77,163
-6,799
-8% -$212K 0.71% 16
2025
Q4 		$2.49M Sell
83,962
-167
-0.2% -$4.88K 0.72% 16
2025
Q3 		$2.45M Buy
84,129
+7,712
+10% +$219K 0.72% 16
2025
Q2 		$2.11M Buy
76,417
+94
+0.1% +$2.47K 0.68% 16
2025
Q1 		$2.03M Sell
76,323
-14,007
-16% -$376K 0.72% 16
2024
Q4 		$2.35M Sell
90,330
-7,521
-8% -$203K 0.81% 16
2024
Q3 		$2.62M Buy
97,851
+405
+0.4% +$10.4K 0.91% 13
2024
Q2 		$2.41M Sell
97,446
-8,007
-8% -$198K 0.91% 13
2024
Q1 		$2.67M Buy
105,453
+72,666
+222% +$1.74M 1.04% 13
2023
Q4 		$766K Sell
32,787
-76,689
-70% -$1.68M 0.34% 30
2023
Q3 		$2.35M Buy
109,476
+264
+0.2% +$5.93K 1.07% 14
2023
Q2 		$2.44M Buy
109,212
+252
+0.2% +$5.5K 1.2% 14
2023
Q1 		$2.38M Buy
108,960
+237
+0.2% +$5.27K 1.23% 13
2022
Q4 		$2.39M Sell
108,723
-17,415
-14% -$377K 1.26% 12
2022
Q3 		$2.46M Buy
126,138
+789
+0.6% +$17K 1.35% 12
2022
Q2 		$2.61M Buy
125,349
+813
+0.7% +$18.2K 1.3% 12
2022
Q1 		$2.96M Buy
124,536
+37,956
+44% +$899K 1.22% 13
2021
Q4 		$2.11M Buy
86,580
+864
+1% +$20.5K 0.93% 17
2021
Q3 		$1.93M Sell
85,716
-42,012
-33% -$972K 1.04% 16
2021
Q2 		$2.91M Buy
127,728
+21,675
+20% +$492K 1.57% 13
2021
Q1 		$2.31M Buy
106,053
+9,591
+10% +$200K 1.58% 14
2020
Q4 		$1.91M Buy
+96,462
New +$1.8M 1.67% 16

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
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

Valley Forge Investment Consultants's SCHV Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 8.1% in Q1 2026, selling an estimated $212K and leaving 77,163 shares worth $2.35M. The position accounts for 0.71% of the portfolio, ranked #16.

Valley Forge Investment Consultants first reported a position in SCHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.96M in Q1 2022. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Valley Forge Investment Consultants held 77,163 shares of Schwab US Large-Cap Value ETF worth $2.35M as of Q1 2026.
  • Valley Forge Investment Consultants sold 6,799 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $212K.
  • Schwab US Large-Cap Value ETF made up 0.71% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #16 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Schwab US Large-Cap Value ETF position peaked at $2.96M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.