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Manning & Napier Group’s SCHV Holdings & Trades

First Buy
Q3 2025
Duration Held
3 Quarters
Largest Add
Q3 2025
+7,200 Shares
Current Position
8,910 Shares
$271,755 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 $271,755, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.

Based on 13F filings, Manning & Napier Group has maintained this position in SCHV for several quarters, showing initial confidence in the investment. 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 3 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 Q1 2026, 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 $271,755.

As of the Q1 2026 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.