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

Belpointe 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	$514K	Buy	14,756 +8,150	+123%	+$268K	0.02%	712
2026 Q1	$201K	Buy	+6,606	New	+$206K	0.01%	1025
2025 Q4	–	Sell	-7,224	Closed	-$210K	–	1097
2025 Q3	$210K	Buy	+7,224	New	+$205K	0.01%	920
2025 Q1	–	Sell	-2,677	Closed	-$213K	–	1021
2024 Q4	$213K	Buy	+2,677	New	+$72.3K	0.01%	787
2023 Q2	–	Sell	-23,517	Closed	-$514K	–	2855
2023 Q1	$514K	Sell	23,517 -81	-0.3%	-$1.8K	0.03%	555
2022 Q4	$519K	Sell	23,598 -2,586	-10%	-$56K	0.03%	521
2022 Q3	$511K	Buy	26,184 +246	+0.9%	+$5.3K	0.03%	498
2022 Q2	$540K	Buy	25,938 +834	+3%	+$18.7K	0.04%	456
2022 Q1	$597K	Buy	25,104 +1,566	+7%	+$37.1K	0.04%	482
2021 Q4	$574K	Hold	23,538	–	–	0.04%	474
2021 Q3	$529K	Hold	23,538	–	–	0.04%	495
2021 Q2	$536K	Buy	23,538 +1,401	+6%	+$31.8K	0.04%	478
2021 Q1	$482K	Buy	22,137 +2,325	+12%	+$48.4K	0.04%	453
2020 Q4	$394K	Buy	19,812 +1,392	+8%	+$26K	0.04%	465
2020 Q3	$320K	Buy	+18,420	New	+$322K	0.04%	417
2020 Q1	–	Sell	-38,019	Closed	-$762K	–	754
2019 Q4	$762K	Sell	38,019 -1,464	-4%	-$28.4K	0.1%	222
2019 Q3	$747K	Buy	39,483 +723	+2%	+$13.5K	0.12%	191
2019 Q2	$725K	Buy	+38,760	New	+$716K	0.14%	158
2018 Q4	–	Sell	-12,240	Closed	-$229K	–	610
2018 Q3	$229K	Buy	+12,240	New	+$227K	0.04%	423

Other funds holding SCHV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Belpointe Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 123% in Q2 2026, buying an estimated $268K and bringing the position to 14,756 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #712.

Belpointe Asset Management first reported a position in SCHV in Q3 2018 and has held it in 19 quarters since. The position peaked at $762K in Q4 2019. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Belpointe Asset Management held 14,756 shares of Schwab US Large-Cap Value ETF worth $514K as of Q2 2026.
Belpointe Asset Management bought 8,150 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $268K.
Schwab US Large-Cap Value ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #712 holding.
Belpointe Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and has held it in 19 quarters since.
Belpointe Asset Management's Schwab US Large-Cap Value ETF position peaked at $762K in Q4 2019.
506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.