Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

SCHVSCHV
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SCHWAB US LARGE-CAP VALUE

OSAIC HOLDINGS, INC. holds 8.9M shares of SCHV (SCHWAB US LARGE-CAP VALUE), worth $310.3M as of 2026-Q2. The position was decreased (-21.0% shares). SCHV represents 0.4% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$310.3M

Current Shares

8.9M

Total Value Change

-$30.3M

Total Shares Change

+4.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8.9M
-21.0%
$310.3M0.4%$34.81
0
2026-Q1
Decreased
11.3M
-2.8%
$343M0.5%$31.74
0
2025-Q4
Decreased
11.6M
-3.8%
$343.6M0.5%$29.84
0
2025-Q3
Increased
12.1M
+0.7%
$350.3M0.5%$28.87
37
2025-Q2
Increased
12M
+3.7%
$331.5M0.6%$27.25
45
2025-Q1
Increased
11.6M
+3.1%
$307.1M0.7%$25.90
45
2024-Q4
Increased
11.2M
+164.5%
$291.5M0.7%$25.40
70
2024-Q3
Decreased
4.2M
-5.0%
$340.6M0.8%$25.98
0

Other major holders of SCHV: Financial Engines Advisors L.L.C.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used