BIA
SCHV

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

Bigelow Investment 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
Q1 		$1.83M Buy
60,011
+4,464
+8% +$139K 0.73% 39
2025
Q4 		$1.64M Sell
55,547
-3,703
-6% -$108K 0.64% 44
2025
Q3 		$1.72M Buy
59,250
+1,122
+2% +$31.9K 0.7% 40
2025
Q2 		$1.61M Buy
58,128
+1,687
+3% +$44.3K 0.71% 38
2025
Q1 		$1.5M Buy
56,441
+101
+0.2% +$2.71K 0.71% 40
2024
Q4 		$1.47M Buy
56,340
+4,140
+8% +$112K 0.69% 42
2024
Q3 		$1.4M Buy
52,200
+5,637
+12% +$145K 0.62% 51
2024
Q2 		$1.15M Buy
46,563
+7,467
+19% +$185K 0.55% 54
2024
Q1 		$990K Sell
39,096
-5,490
-12% -$132K 0.49% 64
2023
Q4 		$1.04M Buy
44,586
+19,884
+80% +$435K 0.56% 53
2023
Q3 		$531K Buy
24,702
+3,405
+16% +$76.5K 0.3% 91
2023
Q2 		$476K Buy
21,297
+3,024
+17% +$66K 0.26% 97
2023
Q1 		$399K Buy
18,273
+1,578
+9% +$35.1K 0.23% 109
2022
Q4 		$367K Buy
16,695
+4,935
+42% +$107K 0.21% 113
2022
Q3 		$229K Buy
11,760
+2,079
+21% +$44.8K 0.14% 131
2022
Q2 		$201K Buy
9,681
+936
+11% +$21K 0.11% 140
2022
Q1 		$208K Hold
8,745
– – 0.1% 145
2021
Q4 		$213K Buy
+8,745
New +$207K 0.1% 140
2021
Q3 		– Sell
-8,835
Closed -$201K – 146
2021
Q2 		$201K Buy
+8,835
New +$200K 0.1% 142
2020
Q1 		– Sell
-25,773
Closed -$516K – 150
2019
Q4 		$516K Buy
25,773
+1,689
+7% +$32.7K 0.3% 94
2019
Q3 		$455K Buy
24,084
+2,244
+10% +$42K 0.29% 96
2019
Q2 		$409K Sell
21,840
-2,226
-9% -$41.1K 0.27% 102
2019
Q1 		$439K Buy
24,066
+21
+0.1% +$373 0.3% 93
2018
Q4 		$395K Sell
24,045
-300
-1% -$5.31K 0.3% 99
2018
Q3 		$455K Sell
24,345
-3,564
-13% -$66.1K 0.31% 94
2018
Q2 		$494K Sell
27,909
-5,985
-18% -$107K 0.34% 91
2018
Q1 		$597K Buy
33,894
+5,964
+21% +$109K 0.41% 72
2017
Q4 		$509K Buy
+27,930
New +$497K 0.51% 55

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bigelow Investment Advisors's SCHV Position: Q1 2026 in Review

Bigelow Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8% in Q1 2026, buying an estimated $139K and bringing the position to 60,011 shares worth $1.83M. The position accounts for 0.73% of the portfolio, ranked #39.

Bigelow Investment Advisors first reported a position in SCHV in Q4 2017 and has held it in 28 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Bigelow Investment Advisors held 60,011 shares of Schwab US Large-Cap Value ETF worth $1.83M as of Q1 2026.
  • Bigelow Investment Advisors bought 4,464 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $139K.
  • Schwab US Large-Cap Value ETF made up 0.73% of Bigelow Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Bigelow Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 28 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.