BIM
SCHV

Baldwin Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Baldwin Investment Management’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 		$209K Buy
+5,997
New +$198K 0.02% 228

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LPL Financial
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GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Baldwin Investment Management's SCHV Position: Q2 2026 in Review

Baldwin Investment Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,997 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Baldwin Investment Management held 5,997 shares of Schwab US Large-Cap Value ETF worth $209K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Baldwin Investment Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Baldwin Investment Management's portfolio in Q2 2026, its #228 holding.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.