B
SCHV

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

Bensler’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 		$341K Buy
9,806
+9
+0.1% +$296 0.03% 155
2026
Q1 		$299K Buy
9,797
+9
+0.1% +$280 0.03% 151
2025
Q4 		$290K Buy
9,788
+11
+0.1% +$322 0.03% 149
2025
Q3 		$285K Buy
9,777
+10
+0.1% +$284 0.03% 142
2025
Q2 		$270K Buy
9,767
+10
+0.1% +$263 0.03% 147
2025
Q1 		$259K Buy
9,757
+10
+0.1% +$268 0.03% 137
2024
Q4 		$254K Buy
9,747
+12
+0.1% +$324 0.03% 144
2024
Q3 		$261K Buy
9,735
+21
+0.2% +$539 0.03% 144
2024
Q2 		$240K Hold
9,714
– – 0.03% 144
2024
Q1 		$246K Buy
9,714
+9
+0.1% +$216 0.04% 137
2023
Q4 		$227K Sell
9,705
-597
-6% -$13.1K 0.04% 143
2023
Q3 		$221K Buy
10,302
+12
+0.1% +$269 0.04% 140
2023
Q2 		$230K Buy
10,290
+12
+0.1% +$262 0.04% 146
2023
Q1 		$225K Sell
10,278
-1,194
-10% -$26.5K 0.05% 145
2022
Q4 		$252K Sell
11,472
-828
-7% -$17.9K 0.06% 137
2022
Q3 		$240K Buy
12,300
+30
+0.2% +$646 0.06% 132
2022
Q2 		$255K Buy
12,270
+24
+0.2% +$539 0.06% 132
2022
Q1 		$291K Buy
+12,246
New +$290K 0.06% 130

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

Bensler's SCHV Position: Q2 2026 in Review

Bensler increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.09% in Q2 2026, buying an estimated $296 and bringing the position to 9,806 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #155.

Bensler first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bensler held 9,806 shares of Schwab US Large-Cap Value ETF worth $341K as of Q2 2026.
  • Bensler bought 9 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $296.
  • Schwab US Large-Cap Value ETF made up 0.03% of Bensler's portfolio in Q2 2026, its #155 holding.
  • Bensler first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.