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

Vawter Financial’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	$546K	Sell	17,886 -354	-2%	-$11K	0.23%	58
2025 Q4	$540K	Sell	18,240 -1,211	-6%	-$35.4K	0.23%	59
2025 Q3	$566K	Buy	+19,451	New	+$553K	0.26%	58
2025 Q2	–	Sell	-19,848	Closed	-$528K	–	86
2025 Q1	$528K	Sell	19,848 -1,122	-5%	-$30.1K	0.3%	50
2024 Q4	$547K	Hold	20,970	–	–	0.33%	47
2024 Q3	$562K	Hold	20,970	–	–	0.34%	46
2024 Q2	$518K	Hold	20,970	–	–	0.36%	46
2024 Q1	$531K	Buy	20,970 +2,922	+16%	+$70.1K	0.39%	43
2023 Q4	$422K	Buy	+18,048	New	+$395K	0.33%	45
2023 Q3	–	Sell	-14,679	Closed	-$328K	–	67
2023 Q2	$328K	Buy	+14,679	New	+$321K	0.28%	50

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Vawter Financial's SCHV Position: Q1 2026 in Review

Vawter Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q1 2026, selling an estimated $11K and leaving 17,886 shares worth $546K. The position accounts for 0.23% of the portfolio, ranked #58.

Vawter Financial first reported a position in SCHV in Q2 2023 and has held it in 10 quarters since. The position peaked at $566K in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Vawter Financial held 17,886 shares of Schwab US Large-Cap Value ETF worth $546K as of Q1 2026.
Vawter Financial sold 354 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $11K.
Schwab US Large-Cap Value ETF made up 0.23% of Vawter Financial's portfolio in Q1 2026, its #58 holding.
Vawter Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 10 quarters since.
Vawter Financial's Schwab US Large-Cap Value ETF position peaked at $566K in Q3 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.