VWM
SCHV

Venturi Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-558
Closed -$14.5K – 1583
2024
Q4 		$14.5K Hold
558
– – ﹤0.01% 1339
2024
Q3 		$14.9K Hold
558
– – ﹤0.01% 1100
2024
Q2 		$13.8K Buy
+558
New +$13.8K ﹤0.01% 1028
2020
Q1 		– Sell
-13,200
Closed -$265K – 256
2019
Q4 		$265K Buy
+13,200
New +$256K 0.03% 213

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Venturi Wealth Management's SCHV Position: Q1 2025 in Review

Venturi Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 558 shares — an estimated $14.5K sold.

Venturi Wealth Management first reported a position in SCHV in Q4 2019 and held it in 4 quarters. The position peaked at $265K in Q4 2019. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Venturi Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 558 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $14.5K.
  • Venturi Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 4 quarters.
  • Venturi Wealth Management's Schwab US Large-Cap Value ETF position peaked at $265K in Q4 2019.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.