BA
SCHV

Bellwether Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bellwether Advisors’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 		$330K Hold
9,473
– – 0.05% 138
2026
Q1 		$289K Hold
9,473
– – 0.05% 134
2025
Q4 		$280K Hold
9,473
– – 0.04% 113
2025
Q3 		$276K Hold
9,473
– – 0.05% 120
2025
Q2 		$262K Hold
9,473
– – 0.04% 106
2025
Q1 		$252K Hold
9,473
– – 0.05% 108
2024
Q4 		$247K Sell
9,473
-1
-0% -$27 0.04% 119
2024
Q3 		$254K Buy
+9,474
New +$243K 0.05% 105

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

Bellwether Advisors's SCHV Position: Q2 2026 in Review

Bellwether Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,473 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #138.

Bellwether Advisors first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bellwether Advisors held 9,473 shares of Schwab US Large-Cap Value ETF worth $330K as of Q2 2026.
  • Bellwether Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.05% of Bellwether Advisors's portfolio in Q2 2026, its #138 holding.
  • Bellwether Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.