Beck Mack & Oliver’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beck Mack & Oliver’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	$318K	Hold	9,134	–	–	0.01%	164
2026 Q1	$279K	Hold	9,134	–	–	0.01%	171
2025 Q4	$270K	Hold	9,134	–	–	﹤0.01%	170
2025 Q3	$266K	Hold	9,134	–	–	﹤0.01%	160
2025 Q2	$253K	Hold	9,134	–	–	﹤0.01%	166
2025 Q1	$243K	Hold	9,134	–	–	﹤0.01%	163
2024 Q4	$238K	Sell	9,134 -3,001	-25%	-$81K	﹤0.01%	163
2024 Q3	$325K	Buy	12,135 +138	+1%	+$3.54K	0.01%	146
2024 Q2	$296K	Hold	11,997	–	–	0.01%	147
2024 Q1	$304K	Sell	11,997 -4,572	-28%	-$110K	0.01%	145
2023 Q4	$387K	Buy	16,569 +117	+0.7%	+$2.56K	0.01%	136
2023 Q3	$354K	Buy	+16,452	New	+$369K	0.01%	134

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Beck Mack & Oliver's SCHV Position: Q2 2026 in Review

Beck Mack & Oliver held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,134 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #164.

Beck Mack & Oliver first reported a position in SCHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $387K in Q4 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Beck Mack & Oliver held 9,134 shares of Schwab US Large-Cap Value ETF worth $318K as of Q2 2026.
Beck Mack & Oliver left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #164 holding.
Beck Mack & Oliver first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Beck Mack & Oliver's Schwab US Large-Cap Value ETF position peaked at $387K in Q4 2023.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.