BL
SCHV

BCWM LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BCWM LLC’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 		$2.09M Sell
68,387
-2,926
-4% -$91.2K 0.59% 41
2025
Q4 		$2.11M Buy
71,313
+3,000
+4% +$87.7K 0.63% 39
2025
Q3 		$1.99M Buy
68,313
+914
+1% +$26K 0.6% 40
2025
Q2 		$1.86M Buy
67,399
+136
+0.2% +$3.57K 0.59% 41
2025
Q1 		$1.79M Sell
67,263
-155,874
-70% -$4.18M 0.62% 45
2024
Q4 		$5.82M Buy
+223,137
New +$6.02M 2.07% 21
2024
Q2 		$1.59M Buy
64,404
+1,080
+2% +$26.7K 0.57% 46
2024
Q1 		$1.6M Sell
63,324
-1,494
-2% -$35.8K 0.55% 49
2023
Q4 		$1.51M Sell
64,818
-2,760
-4% -$60.4K 0.51% 49
2023
Q3 		$1.45M Buy
67,578
+2,280
+3% +$51.2K 0.53% 48
2023
Q2 		$1.46M Buy
65,298
+7,992
+14% +$174K 0.48% 48
2023
Q1 		$1.25M Buy
57,306
+5,556
+11% +$123K 0.4% 49
2022
Q4 		$1.14M Sell
51,750
-630
-1% -$13.6K 0.37% 50
2022
Q3 		$1.02M Buy
52,380
+4,041
+8% +$87K 0.37% 51
2022
Q2 		$1.01M Buy
48,339
+12,909
+36% +$290K 0.34% 50
2022
Q1 		$843K Sell
35,430
-174
-0.5% -$4.12K 0.25% 52
2021
Q4 		$869K Buy
35,604
+198
+0.6% +$4.69K 0.26% 56
2021
Q3 		$796K Sell
35,406
-2,103
-6% -$48.6K 0.24% 55
2021
Q2 		$855K Sell
37,509
-4,053
-10% -$91.9K 0.25% 54
2021
Q1 		$904K Buy
41,562
+15
+0% +$312 0.27% 55
2020
Q4 		$824K Buy
41,547
+75
+0.2% +$1.4K 0.25% 57
2020
Q3 		$721K Buy
41,472
+7,773
+23% +$136K 0.24% 57
2020
Q2 		$563K Buy
33,699
+6,084
+22% +$99.3K 0.2% 58
2020
Q1 		$408K Buy
27,615
+2,424
+10% +$44.4K 0.17% 63
2019
Q4 		$505K Buy
+25,191
New +$488K 0.18% 58
2019
Q3 		– Sell
-26,454
Closed -$495K – 70
2019
Q2 		$495K Sell
26,454
-879
-3% -$16.2K 0.2% 59
2019
Q1 		$499K Buy
27,333
+1,632
+6% +$29K 0.22% 56
2018
Q4 		$4.22M Sell
25,701
-381
-1% -$6.74K 0.2% 65
2018
Q3 		$488K Sell
26,082
-549
-2% -$10.2K 0.2% 57
2018
Q2 		$472K Buy
+26,631
New +$475K 0.21% 61

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

BCWM LLC's SCHV Position: Q1 2026 in Review

BCWM LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q1 2026, selling an estimated $91.2K and leaving 68,387 shares worth $2.09M. The position accounts for 0.59% of the portfolio, ranked #41.

BCWM LLC first reported a position in SCHV in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.82M in Q4 2024. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • BCWM LLC held 68,387 shares of Schwab US Large-Cap Value ETF worth $2.09M as of Q1 2026.
  • BCWM LLC sold 2,926 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $91.2K.
  • Schwab US Large-Cap Value ETF made up 0.59% of BCWM LLC's portfolio in Q1 2026, its #41 holding.
  • BCWM LLC first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 30 quarters since.
  • BCWM LLC's Schwab US Large-Cap Value ETF position peaked at $5.82M in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.