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Manning & Napier Group’s SCHV Holdings & Trades

First Buy
Q3 2025
Duration Held
2 Quarters
Largest Add
Q3 2025
+7,200 Shares
Current Position
8,910 Shares
$265,874 Value

Manning & Napier Group's SCHV Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 8,910 shares of Schwab U.S. Large-Cap Value ETF (SCHV) worth $265,874, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.

Based on recent 13F filings, Manning & Napier Group has initiated a new position in SCHV, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 1,710 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Schwab US Large-Cap Value ETF (SCHV) Holding Value Over Time

Track share changes against reported price movement

Quarterly Schwab US Large-Cap Value ETF (SCHV) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +1,710 Add 23.75% 8,910 $29.84
Q3 2025 +7,200 New Buy 7,200 $29.11

Manning & Napier Group's Schwab US Large-Cap Value ETF Investment FAQs

Manning & Napier Group first purchased Schwab U.S. Large-Cap Value ETF (SCHV) in Q3 2025, acquiring 7,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Schwab U.S. Large-Cap Value ETF (SCHV) for 2 quarters since Q3 2025.

Manning & Napier Group's largest addition to Schwab U.S. Large-Cap Value ETF (SCHV) was in Q3 2025, adding 7,200 shares worth $209,592.

According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 8,910 shares of Schwab U.S. Large-Cap Value ETF (SCHV), valued at approximately $265,874.

As of the Q4 2025 filing, Schwab U.S. Large-Cap Value ETF (SCHV) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Schwab U.S. Large-Cap Value ETF (SCHV) was 8,910 shares, as reported at the end of Q4 2025.