AUB
SCHV

Atlantic Union Bankshares’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atlantic Union Bankshares’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 		$10.1K Hold
290
– – ﹤0.01% 1333
2026
Q1 		$8.85K Hold
290
– – ﹤0.01% 1334
2025
Q4 		$8.59K Hold
290
– – ﹤0.01% 1294
2025
Q3 		$8.44K Sell
290
-178
-38% -$5.06K ﹤0.01% 1302
2025
Q2 		$12.9K Buy
+468
New +$12.3K ﹤0.01% 880

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

Atlantic Union Bankshares's SCHV Position: Q2 2026 in Review

Atlantic Union Bankshares held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 290 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Atlantic Union Bankshares first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q2 2025. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Atlantic Union Bankshares held 290 shares of Schwab US Large-Cap Value ETF worth $10.1K as of Q2 2026.
  • Atlantic Union Bankshares left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1333 holding.
  • Atlantic Union Bankshares first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Schwab US Large-Cap Value ETF position peaked at $12.9K in Q2 2025.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.