Visionary Horizons
SCHV icon

Visionary Horizons’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Visionary Horizons’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
Q3 		$1.34M Buy
40,113
+1,947
+5% +$67K 0.53% 30
2026
Q2 		$1.33M Buy
38,166
+10,055
+36% +$331K 0.56% 28
2026
Q1 		$857K Buy
28,111
+1,938
+7% +$60.4K 0.42% 40
2025
Q4 		$775K Buy
26,173
+10,674
+69% +$312K 0.4% 43
2025
Q3 		$451K Buy
+15,499
New +$440K 0.25% 76

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Visionary Horizons's SCHV Position: Q3 2026 in Review

Visionary Horizons increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5.1% in Q3 2026, buying an estimated $67K and bringing the position to 40,113 shares worth $1.34M. The position accounts for 0.53% of the portfolio, ranked #30.

Visionary Horizons first reported a position in SCHV in Q3 2025 and has held it in 5 quarters since. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Visionary Horizons held 40,113 shares of Schwab US Large-Cap Value ETF worth $1.34M as of Q3 2026.
  • Visionary Horizons bought 1,947 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $67K.
  • Schwab US Large-Cap Value ETF made up 0.53% of Visionary Horizons's portfolio in Q3 2026, its #30 holding.
  • Visionary Horizons first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.