Bellevue Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bellevue Asset 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	$5.33K	Hold	153	–	–	﹤0.01%	348
2026 Q1	$4.67K	Hold	153	–	–	﹤0.01%	326
2025 Q4	$4.53K	Hold	153	–	–	﹤0.01%	350
2025 Q3	$4.45K	Hold	153	–	–	﹤0.01%	357
2025 Q2	$4.23K	Hold	153	–	–	﹤0.01%	357
2025 Q1	$4.07K	Hold	153	–	–	﹤0.01%	348
2024 Q4	$3.99K	Hold	153	–	–	﹤0.01%	377
2024 Q3	$4.1K	Hold	153	–	–	﹤0.01%	340
2024 Q2	$3.78K	Hold	153	–	–	﹤0.01%	347
2024 Q1	$3.88K	Hold	153	–	–	﹤0.01%	340
2023 Q4	$3.58K	Hold	153	–	–	﹤0.01%	338
2023 Q3	$3.29K	Hold	153	–	–	﹤0.01%	334
2023 Q2	$3.42K	Hold	153	–	–	﹤0.01%	344
2023 Q1	$3.34K	Hold	153	–	–	﹤0.01%	347
2022 Q4	$3.34K	Hold	153	–	–	﹤0.01%	341
2022 Q3	$3K	Hold	153	–	–	﹤0.01%	371
2022 Q2	$3K	Hold	153	–	–	﹤0.01%	377
2022 Q1	$4K	Hold	153	–	–	﹤0.01%	378
2021 Q4	$4K	Hold	153	–	–	﹤0.01%	417
2021 Q3	$3K	Hold	153	–	–	﹤0.01%	476
2021 Q2	$3K	Hold	153	–	–	﹤0.01%	471
2021 Q1	$3K	Hold	153	–	–	﹤0.01%	529
2020 Q4	$3K	Hold	153	–	–	﹤0.01%	542
2020 Q3	$3K	Hold	153	–	–	﹤0.01%	500
2020 Q2	$3K	Sell	153 -2,451	-94%	-$40K	﹤0.01%	498
2020 Q1	$42K	Buy	2,604 +2,451	+1,602%	+$44.9K	0.04%	183
2019 Q4	$3K	Buy	+153	New	+$2.96K	﹤0.01%	404

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

Bellevue Asset Management's SCHV Position: Q2 2026 in Review

Bellevue Asset Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 153 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Bellevue Asset Management first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $42K in Q1 2020. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Bellevue Asset Management held 153 shares of Schwab US Large-Cap Value ETF worth $5.33K as of Q2 2026.
Bellevue Asset Management 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 Bellevue Asset Management's portfolio in Q2 2026, its #348 holding.
Bellevue Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Schwab US Large-Cap Value ETF position peaked at $42K in Q1 2020.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.