WT
SCHV

Washington Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Washington Trust’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
-1,353
Closed -$36K – 632
2025
Q1 		$36K Hold
1,353
– – ﹤0.01% 454
2024
Q4 		$35.3K Hold
1,353
– – ﹤0.01% 492
2024
Q3 		$36.2K Sell
1,353
-1,677
-55% -$43.1K ﹤0.01% 503
2024
Q2 		$74.8K Buy
3,030
+2,925
+2,786% +$72.3K ﹤0.01% 389
2024
Q1 		$2.66K Hold
105
– – ﹤0.01% 799
2023
Q4 		$2.45K Hold
105
– – ﹤0.01% 777
2023
Q3 		$2.26K Hold
105
– – ﹤0.01% 754
2023
Q2 		$2.35K Hold
105
– – ﹤0.01% 768
2023
Q1 		$2.29K Hold
105
– – ﹤0.01% 793
2022
Q4 		$2.31K Hold
105
– – ﹤0.01% 788
2022
Q3 		$2K Hold
105
– – ﹤0.01% 812
2022
Q2 		$2K Hold
105
– – ﹤0.01% 820
2022
Q1 		$2K Buy
+105
New +$2.49K ﹤0.01% 846

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
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

Washington Trust's SCHV Position: Q2 2025 in Review

Washington Trust sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 1,353 shares — an estimated $36K sold.

Washington Trust first reported a position in SCHV in Q1 2022 and held it in 13 quarters. The position peaked at $74.8K in Q2 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Washington Trust reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 1,353 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $36K.
  • Washington Trust first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 13 quarters.
  • Washington Trust's Schwab US Large-Cap Value ETF position peaked at $74.8K in Q2 2024.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.