BW
SCHV

Basepoint Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Basepoint Wealth’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 		$588K Buy
16,885
+76
+0.5% +$2.5K 0.34% 54
2026
Q1 		$513K Buy
16,809
+961
+6% +$29.9K 0.29% 53
2025
Q4 		$469K Buy
15,848
+87
+0.6% +$2.54K 0.29% 55
2025
Q3 		$459K Buy
15,761
+80
+0.5% +$2.27K 0.33% 59
2025
Q2 		$434K Sell
15,681
-585
-4% -$15.4K 0.34% 61
2025
Q1 		$432K Sell
16,266
-317
-2% -$8.51K 0.34% 58
2024
Q4 		$432K Sell
16,583
-7,288
-31% -$197K 0.34% 57
2024
Q3 		$639K Sell
23,871
-429
-2% -$11K 0.47% 53
2024
Q2 		$600K Buy
24,300
+1,509
+7% +$37.3K 0.47% 53
2024
Q1 		$577K Buy
+22,791
New +$546K 0.43% 58

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

Basepoint Wealth's SCHV Position: Q2 2026 in Review

Basepoint Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $2.5K and bringing the position to 16,885 shares worth $588K. The position accounts for 0.34% of the portfolio, ranked #54.

Basepoint Wealth first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $639K in Q3 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Basepoint Wealth held 16,885 shares of Schwab US Large-Cap Value ETF worth $588K as of Q2 2026.
  • Basepoint Wealth bought 76 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.5K.
  • Schwab US Large-Cap Value ETF made up 0.34% of Basepoint Wealth's portfolio in Q2 2026, its #54 holding.
  • Basepoint Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Basepoint Wealth's Schwab US Large-Cap Value ETF position peaked at $639K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.