AP
SCHV

Appleton Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Appleton Partners’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 		$234K Sell
6,727
-304
-4% -$10K 0.01% 265
2026
Q1 		$214K Hold
7,031
– – 0.01% 257
2025
Q4 		$208K Hold
7,031
– – 0.01% 258
2025
Q3 		$205K Buy
+7,031
New +$200K 0.01% 252
2025
Q2 		– Sell
-7,920
Closed -$211K – 256
2025
Q1 		$211K Buy
+7,920
New +$213K 0.02% 234

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

Appleton Partners's SCHV Position: Q2 2026 in Review

Appleton Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.3% in Q2 2026, selling an estimated $10K and leaving 6,727 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #265.

Appleton Partners first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Appleton Partners held 6,727 shares of Schwab US Large-Cap Value ETF worth $234K as of Q2 2026.
  • Appleton Partners sold 304 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $10K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #265 holding.
  • Appleton Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.