BCM
SCHV

Barden Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Barden Capital 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 		$4.46M Buy
128,202
+1,589
+1% +$52.3K 4.12% 6
2026
Q1 		$3.86M Buy
126,613
+3,178
+3% +$99K 3.3% 7
2025
Q4 		$3.65M Buy
123,435
+8,278
+7% +$242K 3% 8
2025
Q3 		$3.35M Sell
115,157
-1,501
-1% -$42.6K 2.79% 8
2025
Q2 		$3.23M Sell
116,658
-2,150
-2% -$56.5K 2.83% 8
2025
Q1 		$3.16M Buy
118,808
+1,439
+1% +$38.6K 2.81% 9
2024
Q4 		$3.06M Buy
117,369
+5,736
+5% +$155K 2.62% 10
2024
Q3 		$2.99M Buy
111,633
+4,233
+4% +$109K 2.63% 11
2024
Q2 		$2.65M Buy
107,400
+3,213
+3% +$79.4K 2.5% 12
2024
Q1 		$2.64M Sell
104,187
-36,561
-26% -$877K 2.55% 10
2023
Q4 		$3.02M Hold
140,748
– – 2.46% 12
2023
Q3 		$3.02M Buy
140,748
+31,761
+29% +$713K 2.94% 8
2023
Q2 		$2.44M Sell
108,987
-41,052
-27% -$896K 2.68% 9
2023
Q1 		$3.28M Sell
150,039
-732
-0.5% -$16.3K 3.13% 6
2022
Q4 		$3.32M Buy
150,771
+7,305
+5% +$158K 3.4% 6
2022
Q3 		$2.8M Sell
143,466
-2,952
-2% -$63.6K 3.26% 6
2022
Q2 		$3.05M Buy
146,418
+7,593
+5% +$170K 3.3% 6
2022
Q1 		$3.3M Buy
138,825
+9,153
+7% +$217K 3.24% 6
2021
Q4 		$3.17M Buy
+129,672
New +$3.07M 3.02% 6

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Barden Capital Management's SCHV Position: Q2 2026 in Review

Barden Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, buying an estimated $52.3K and bringing the position to 128,202 shares worth $4.46M. The position accounts for 4.12% of the portfolio, ranked #6.

Barden Capital Management first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 635 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Barden Capital Management held 128,202 shares of Schwab US Large-Cap Value ETF worth $4.46M as of Q2 2026.
  • Barden Capital Management bought 1,589 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52.3K.
  • Schwab US Large-Cap Value ETF made up 4.12% of Barden Capital Management's portfolio in Q2 2026, its #6 holding.
  • Barden Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 635 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.