Baird Financial Group
SCHV

Baird Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Baird Financial Group’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
Q1 		$4.53M Sell
148,524
-15,968
-10% -$497K 0.01% 760
2025
Q4 		$4.87M Buy
164,492
+4,129
+3% +$121K 0.01% 741
2025
Q3 		$4.67M Sell
160,363
-14,124
-8% -$401K 0.01% 758
2025
Q2 		$4.83M Buy
174,487
+50,682
+41% +$1.33M 0.01% 731
2025
Q1 		$3.29M Sell
123,805
-5,464
-4% -$147K 0.01% 815
2024
Q4 		$3.37M Buy
129,269
+61,820
+92% +$1.67M 0.01% 811
2024
Q3 		$1.81M Sell
67,449
-3,108
-4% -$79.8K ﹤0.01% 992
2024
Q2 		$1.74M Sell
70,557
-8,514
-11% -$210K ﹤0.01% 1000
2024
Q1 		$2M Sell
79,071
-138,600
-64% -$3.32M ﹤0.01% 956
2023
Q4 		$5.09M Buy
217,671
+79,251
+57% +$1.73M 0.01% 654
2023
Q3 		$2.97M Buy
138,420
+58,767
+74% +$1.32M 0.01% 787
2023
Q2 		$1.78M Buy
79,653
+1,680
+2% +$36.7K ﹤0.01% 946
2023
Q1 		$1.7M Sell
77,973
-130,110
-63% -$2.89M ﹤0.01% 936
2022
Q4 		$4.58M Buy
208,083
+75,120
+56% +$1.63M 0.01% 601
2022
Q3 		$2.59M Sell
132,963
-16,581
-11% -$357K 0.01% 750
2022
Q2 		$3.11M Buy
149,544
+40,194
+37% +$902K 0.01% 700
2022
Q1 		$2.6M Buy
109,350
+64,776
+145% +$1.53M 0.01% 802
2021
Q4 		$1.09M Buy
44,574
+1,980
+5% +$46.9K ﹤0.01% 1168
2021
Q3 		$958K Buy
42,594
+3,480
+9% +$80.5K ﹤0.01% 1216
2021
Q2 		$891K Buy
39,114
+5,844
+18% +$133K ﹤0.01% 1221
2021
Q1 		$724K Buy
33,270
+13,149
+65% +$274K ﹤0.01% 1248
2020
Q4 		$399K Buy
+20,121
New +$376K ﹤0.01% 1290
2020
Q2 		– Sell
-114,000
Closed -$1.68M – 1574
2020
Q1 		$1.68M Buy
+114,000
New +$2.09M 0.01% 736
2019
Q1 		– Sell
-27,768
Closed -$456K – 1323
2018
Q4 		$456K Buy
+27,768
New +$491K ﹤0.01% 1013

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Baird Financial Group's SCHV Position: Q1 2026 in Review

Baird Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 9.7% in Q1 2026, selling an estimated $497K and leaving 148,524 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #760.

Baird Financial Group first reported a position in SCHV in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.09M in Q4 2023. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Baird Financial Group held 148,524 shares of Schwab US Large-Cap Value ETF worth $4.53M as of Q1 2026.
  • Baird Financial Group sold 15,968 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $497K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #760 holding.
  • Baird Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 24 quarters since.
  • Baird Financial Group's Schwab US Large-Cap Value ETF position peaked at $5.09M in Q4 2023.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.