WF
SCHV

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

WinCap 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
-7,621
Closed -$203K – 89
2025
Q1 		$203K Buy
+7,621
New +$205K 0.19% 75

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MG
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

WinCap Financial's SCHV Position: Q2 2025 in Review

WinCap Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 7,621 shares — an estimated $203K sold.

WinCap Financial first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • WinCap Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • WinCap Financial sold 7,621 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $203K.
  • WinCap Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • WinCap Financial's Schwab US Large-Cap Value ETF position peaked at $203K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on WinCap Financial's 13F filing for Q2 2025, filed 1 Aug 2025.