Wayfinding Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wayfinding Financial’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	-6,162	Closed	-$163K	–	599
2025 Q1	$163K	Buy	+6,162	New	+$165K	0.07%	163
2023 Q1	–	Sell	-24,027	Closed	-$555K	–	123
2022 Q4	$555K	Buy	24,027 +7,464	+45%	+$162K	0.45%	42
2022 Q3	$323K	Buy	+16,563	New	+$357K	0.3%	52
2022 Q1	–	Sell	-24,027	Closed	-$555K	–	85
2021 Q4	$555K	Buy	+24,027	New	+$569K	0.45%	42

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Wayfinding Financial's SCHV Position: Q2 2025 in Review

Wayfinding Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 6,162 shares — an estimated $163K sold.

Wayfinding Financial first reported a position in SCHV in Q4 2021 and held it in 4 quarters. The position peaked at $555K in Q4 2022. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Wayfinding Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 6,162 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $163K.
Wayfinding Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 4 quarters.
Wayfinding Financial's Schwab US Large-Cap Value ETF position peaked at $555K in Q4 2022.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.