Aspiriant LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Sell |
54,632
-1,177
| -2% | -$36.7K | 0.05% | 125 |
|
|
2025
Q4 | $1.65M | Buy |
55,809
+5,308
| +11% | +$155K | 0.05% | 127 |
|
|
2025
Q3 | $1.47M | Buy |
50,501
+4,335
| +9% | +$123K | 0.05% | 120 |
|
|
2025
Q2 | $1.28M | Hold |
46,166
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $1.23M | Sell |
46,166
-6,393
| -12% | -$172K | 0.04% | 127 |
|
|
2024
Q4 | $1.37M | Buy |
52,559
+7,460
| +17% | +$201K | 0.05% | 122 |
|
|
2024
Q3 | $1.21M | Sell |
45,099
-3,993
| -8% | -$103K | 0.05% | 132 |
|
|
2024
Q2 | $1.21M | Sell |
49,092
-69
| -0.1% | -$1.71K | 0.05% | 129 |
|
|
2024
Q1 | $1.25M | Sell |
49,161
-1,434
| -3% | -$34.4K | 0.05% | 130 |
|
|
2023
Q4 | $1.18M | Sell |
50,595
-1,356
| -3% | -$29.7K | 0.05% | 131 |
|
|
2023
Q3 | $1.12M | Sell |
51,951
-612
| -1% | -$13.7K | 0.06% | 125 |
|
|
2023
Q2 | $1.18M | Buy |
52,563
+75
| +0.1% | +$1.64K | 0.06% | 120 |
|
|
2023
Q1 | $1.15M | Buy |
52,488
+849
| +2% | +$18.9K | 0.06% | 124 |
|
|
2022
Q4 | $1.14M | Sell |
51,639
-4,584
| -8% | -$99.2K | 0.06% | 120 |
|
|
2022
Q3 | $1.1M | Buy |
56,223
+5,691
| +11% | +$123K | 0.05% | 112 |
|
|
2022
Q2 | $1.05M | Hold |
50,532
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $1.2M | Hold |
50,532
| – | – | 0.07% | 122 |
|
|
2021
Q4 | $1.23M | Buy |
50,532
+2,928
| +6% | +$69.4K | 0.07% | 117 |
|
|
2021
Q3 | $1.07M | Hold |
47,604
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $1.08M | Sell |
47,604
-594
| -1% | -$13.5K | 0.06% | 109 |
|
|
2021
Q1 | $1.05M | Buy |
48,198
+141
| +0.3% | +$2.94K | 0.07% | 103 |
|
|
2020
Q4 | $953K | Hold |
48,057
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $836K | Hold |
48,057
| – | – | 0.07% | 112 |
|
|
2020
Q2 | $803K | Hold |
48,057
| – | – | 0.07% | 100 |
|
|
2020
Q1 | $708K | Sell |
48,057
-8,235
| -15% | -$151K | 0.07% | 100 |
|
|
2019
Q4 | $1.13M | Buy |
56,292
+19,161
| +52% | +$371K | 0.1% | 88 |
|
|
2019
Q3 | $702K | Buy |
37,131
+8,781
| +31% | +$164K | 0.06% | 122 |
|
|
2019
Q2 | $530K | Buy |
28,350
+9,096
| +47% | +$168K | 0.04% | 143 |
|
|
2019
Q1 | $351K | Buy |
19,254
+4,497
| +30% | +$79.8K | 0.03% | 170 |
|
|
2018
Q4 | $242K | Buy |
+14,757
| New | +$261K | 0.02% | 205 |
|
|
2017
Q4 | – | Sell |
-13,239
| Closed | -$229K | – | 162 |
|
|
2017
Q3 | $229K | Sell |
13,239
-8,265
| -38% | -$140K | 0.02% | 184 |
|
|
2017
Q2 | $360K | Hold |
21,504
| – | – | 0.03% | 161 |
|
|
2017
Q1 | $356K | Sell |
21,504
-1,218
| -5% | -$20K | 0.03% | 166 |
|
|
2016
Q4 | $364K | Hold |
22,722
| – | – | 0.03% | 152 |
|
|
2016
Q3 | $345K | Sell |
22,722
-2,619
| -10% | -$39.9K | 0.03% | 156 |
|
|
2016
Q2 | $378K | Hold |
25,341
| – | – | 0.04% | 152 |
|
|
2016
Q1 | $365K | Buy |
+25,341
| New | +$347K | 0.03% | 146 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
Aspiriant LLC's SCHV Position: Q1 2026 in Review
Aspiriant LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.1% in Q1 2026, selling an estimated $36.7K and leaving 54,632 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #125.
Aspiriant LLC first reported a position in SCHV in Q1 2016 and has held it in 37 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- Aspiriant LLC held 54,632 shares of Schwab US Large-Cap Value ETF worth $1.67M as of Q1 2026.
- Aspiriant LLC sold 1,177 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $36.7K.
- Schwab US Large-Cap Value ETF made up 0.05% of Aspiriant LLC's portfolio in Q1 2026, its #125 holding.
- Aspiriant LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 37 quarters since.
- 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.