VT
SCHV

Vise Technologies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vise Technologies’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 		$3.81M Hold
128,792
– – 0.07% 216
2025
Q4 		$3.81M Buy
128,792
+21,489
+20% +$628K 0.07% 217
2025
Q3 		$3.12M Sell
107,303
-7,289
-6% -$207K 0.12% 166
2025
Q2 		$3.17M Buy
+114,592
New +$3.01M 0.13% 170
2022
Q2 		– Sell
-13,953
Closed -$332K – 320
2022
Q1 		$332K Sell
13,953
-8,688
-38% -$206K 0.12% 157
2021
Q4 		$553K Buy
+22,641
New +$536K 0.15% 88

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
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

Vise Technologies's SCHV Position: Q1 2026 in Review

Vise Technologies held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 128,792 shares worth $3.81M. The position accounts for 0.07% of the portfolio, ranked #216.

Vise Technologies first reported a position in SCHV in Q4 2021 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Vise Technologies held 128,792 shares of Schwab US Large-Cap Value ETF worth $3.81M as of Q1 2026.
  • Vise Technologies left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #216 holding.
  • Vise Technologies first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.