BCWM LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.24M | Buy |
67,366
+1,354
| +2% | +$46.6K | 0.63% | 43 |
|
|
2026
Q2 | $2.3M | Sell |
66,012
-2,375
| -3% | -$78.2K | 0.67% | 41 |
|
|
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 | $422K | 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
BCWM LLC's SCHV Position: Q3 2026 in Review
BCWM LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.1% in Q3 2026, buying an estimated $46.6K and bringing the position to 67,366 shares worth $2.24M. The position accounts for 0.63% of the portfolio, ranked #43.
BCWM LLC first reported a position in SCHV in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.82M in Q4 2024. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.
- BCWM LLC held 67,366 shares of Schwab US Large-Cap Value ETF worth $2.24M as of Q3 2026.
- BCWM LLC bought 1,354 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $46.6K.
- Schwab US Large-Cap Value ETF made up 0.63% of BCWM LLC's portfolio in Q3 2026, its #43 holding.
- BCWM LLC first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 32 quarters since.
- BCWM LLC's Schwab US Large-Cap Value ETF position peaked at $5.82M in Q4 2024.
- 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.
Based on BCWM LLC's 13F filing for Q3 2026, filed 12 Nov 2026.