VCM
SCHV

Virtue Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Virtue Capital 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
Q2 		– Sell
-47,692
Closed -$1.27M – 444
2025
Q1 		$1.27M Buy
+47,692
New +$1.28M 0.15% 113

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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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Virtue Capital Management's SCHV Position: Q2 2025 in Review

Virtue Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 47,692 shares — an estimated $1.27M sold.

Virtue Capital Management first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $1.27M in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Virtue Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 47,692 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $1.27M.
  • Virtue Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Virtue Capital Management's Schwab US Large-Cap Value ETF position peaked at $1.27M in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.