3FI
SCHV

3 Factor Indexing’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

3 Factor Indexing’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
2026
Q2 		$9.72K Sell
279
-582
-68% -$19.2K 0.01% 124
2026
Q1 		$26.3K Buy
+861
New +$26.8K 0.02% 107

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

3 Factor Indexing's SCHV Position: Q2 2026 in Review

3 Factor Indexing reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 68% in Q2 2026, selling an estimated $19.2K and leaving 279 shares worth $9.72K. The position accounts for 0.01% of the portfolio, ranked #124.

3 Factor Indexing first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.3K in Q1 2026. 955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • 3 Factor Indexing held 279 shares of Schwab US Large-Cap Value ETF worth $9.72K as of Q2 2026.
  • 3 Factor Indexing sold 582 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $19.2K.
  • Schwab US Large-Cap Value ETF made up 0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #124 holding.
  • 3 Factor Indexing first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Schwab US Large-Cap Value ETF position peaked at $26.3K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.