Wellington Management Group
SCHV

Wellington Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-2,361,457
Closed -$68.7M – 2053
2025
Q3 		$68.7M Buy
+2,361,457
New +$67.1M 0.01% 644

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MGIA
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Wellington Management Group's SCHV Position: Q4 2025 in Review

Wellington Management Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 2,361,457 shares — an estimated $68.7M sold.

Wellington Management Group first reported a position in SCHV in Q3 2025 and held it in 1 quarter. The position peaked at $68.7M in Q3 2025. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Wellington Management Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 2,361,457 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $68.7M.
  • Wellington Management Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Schwab US Large-Cap Value ETF position peaked at $68.7M in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.