BWM
SCHV

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

BCS Wealth 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 		$2.31M Buy
66,329
+1,999
+3% +$65.8K 0.42% 59
2026
Q1 		$1.96M Sell
64,330
-67,628
-51% -$2.11M 0.4% 55
2025
Q4 		$3.91M Buy
131,958
+60,489
+85% +$1.77M 0.39% 57
2025
Q3 		$2.08M Sell
71,469
-13,585
-16% -$386K 0.47% 49
2025
Q2 		$2.35M Buy
85,054
+10,984
+15% +$289K 0.51% 50
2025
Q1 		$1.97M Buy
74,070
+626
+0.9% +$16.8K 0.51% 48
2024
Q4 		$1.92M Buy
+73,444
New +$1.98M 0.48% 53
2024
Q2 		– Sell
-85,029
Closed -$2.15M – 214
2024
Q1 		$2.15M Buy
85,029
+831
+1% +$19.9K 0.69% 38
2023
Q4 		$1.97M Buy
84,198
+1,479
+2% +$32.3K 0.72% 37
2023
Q3 		$1.78M Buy
+82,719
New +$1.86M 0.74% 37
2023
Q2 		– Sell
-102,024
Closed -$2.23M – 160
2023
Q1 		$2.23M Buy
102,024
+20,793
+26% +$462K 1.01% 23
2022
Q4 		$1.79M Sell
81,231
-1,578
-2% -$34.2K 0.75% 32
2022
Q3 		$1.61M Sell
82,809
-267
-0.3% -$5.75K 0.76% 28
2022
Q2 		$1.73M Buy
83,076
+852
+1% +$19.1K 0.77% 30
2022
Q1 		$1.96M Sell
82,224
-19,620
-19% -$465K 0.81% 26
2021
Q4 		$2.49M Buy
101,844
+19,323
+23% +$458K 0.89% 25
2021
Q3 		$1.86M Buy
82,521
+348
+0.4% +$8.05K 0.79% 26
2021
Q2 		$1.87M Sell
82,173
-9,390
-10% -$213K 1% 19
2021
Q1 		$1.99M Sell
91,563
-3,348
-4% -$69.7K 0.95% 25
2020
Q4 		$1.88M Sell
94,911
-225
-0.2% -$4.21K 0.98% 24
2020
Q3 		$1.66M Sell
95,136
-14,280
-13% -$250K 0.94% 25
2020
Q2 		$1.83M Buy
109,416
+4,899
+5% +$80K 1.1% 21
2020
Q1 		$1.54M Buy
104,517
+54,507
+109% +$999K 1.08% 21
2019
Q4 		$1M Buy
+50,010
New +$969K 0.67% 32

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

BCS Wealth Management's SCHV Position: Q2 2026 in Review

BCS Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.1% in Q2 2026, buying an estimated $65.8K and bringing the position to 66,329 shares worth $2.31M. The position accounts for 0.42% of the portfolio, ranked #59.

BCS Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.91M in Q4 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • BCS Wealth Management held 66,329 shares of Schwab US Large-Cap Value ETF worth $2.31M as of Q2 2026.
  • BCS Wealth Management bought 1,999 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $65.8K.
  • Schwab US Large-Cap Value ETF made up 0.42% of BCS Wealth Management's portfolio in Q2 2026, its #59 holding.
  • BCS Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US Large-Cap Value ETF position peaked at $3.91M in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.