B&D White Capital Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

B&D White Capital Company’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	$2.05M	Buy	+58,998	New	+$1.94M	0.2%	55
2022 Q2	–	Sell	-218,829	Closed	-$5.21M	–	68
2022 Q1	$5.21M	Sell	218,829 -6,519	-3%	-$154K	1.66%	9
2021 Q4	$5.5M	Sell	225,348 -486	-0.2%	-$11.5K	1.81%	10
2021 Q3	$5.08M	Sell	225,834 -642	-0.3%	-$14.9K	1.96%	19
2021 Q2	$5.16M	Buy	226,476 +486	+0.2%	+$11K	2.3%	10
2021 Q1	$4.67M	Buy	225,990 +22,833	+11%	+$476K	2.48%	10
2020 Q4	$4.03M	Buy	+203,157	New	+$3.8M	2.29%	10

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

B&D White Capital Company's SCHV Position: Q2 2026 in Review

B&D White Capital Company opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 58,998 shares worth $2.05M. The stake represents 0.2% of the portfolio and ranks #55 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in SCHV as recently as Q1 2022.

B&D White Capital Company first reported a position in SCHV in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.5M in Q4 2021. 994 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

B&D White Capital Company held 58,998 shares of Schwab US Large-Cap Value ETF worth $2.05M as of Q2 2026.
Schwab US Large-Cap Value ETF was a new B&D White Capital Company position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.2% of B&D White Capital Company's portfolio in Q2 2026, its #55 holding.
B&D White Capital Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 7 quarters since.
B&D White Capital Company's Schwab US Large-Cap Value ETF position peaked at $5.5M in Q4 2021.
994 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.