BEI
SCHV

Benjamin Edwards Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Benjamin Edwards Inc’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 		$1.38M Buy
39,595
+529
+1% +$17.4K 0.01% 693
2026
Q1 		$1.19M Buy
39,066
+1,342
+4% +$41.8K 0.01% 692
2025
Q4 		$1.12M Buy
37,724
+680
+2% +$19.9K 0.01% 670
2025
Q3 		$1.08M Buy
37,044
+1,021
+3% +$29K 0.01% 661
2025
Q2 		$997K Buy
36,023
+10,924
+44% +$287K 0.01% 629
2025
Q1 		$667K Buy
25,099
+8,722
+53% +$234K 0.01% 709
2024
Q4 		$427K Buy
+16,377
New +$442K 0.01% 870

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

Benjamin Edwards Inc's SCHV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2026, buying an estimated $17.4K and bringing the position to 39,595 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #693.

Benjamin Edwards Inc first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Benjamin Edwards Inc held 39,595 shares of Schwab US Large-Cap Value ETF worth $1.38M as of Q2 2026.
  • Benjamin Edwards Inc bought 529 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.4K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #693 holding.
  • Benjamin Edwards Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.