Biltmore Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Biltmore Family Office’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	$959K	Hold	27,546	–	–	0.13%	119
2026 Q1	$840K	Hold	27,546	–	–	0.12%	113
2025 Q4	$816K	Hold	27,546	–	–	0.11%	114
2025 Q3	$802K	Hold	27,546	–	–	0.11%	105
2025 Q2	$762K	Hold	27,546	–	–	0.13%	100
2025 Q1	$732K	Hold	27,546	–	–	0.12%	102
2024 Q4	$718K	Hold	27,546	–	–	0.12%	101
2024 Q3	$738K	Buy	+27,546	New	+$708K	0.13%	99
2023 Q4	–	Sell	-414	Closed	-$8.89K	–	248
2023 Q3	$8.89K	Buy	+414	New	+$9.3K	﹤0.01%	225
2023 Q2	–	Sell	-30,903	Closed	-$676K	–	265
2023 Q1	$676K	Hold	30,903	–	–	0.14%	99
2022 Q4	$680K	Buy	+30,903	New	+$669K	0.14%	96

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Biltmore Family Office's SCHV Position: Q2 2026 in Review

Biltmore Family Office held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 27,546 shares worth $959K. The position accounts for 0.13% of the portfolio, ranked #119.

Biltmore Family Office first reported a position in SCHV in Q4 2022 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Biltmore Family Office held 27,546 shares of Schwab US Large-Cap Value ETF worth $959K as of Q2 2026.
Biltmore Family Office left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.13% of Biltmore Family Office's portfolio in Q2 2026, its #119 holding.
Biltmore Family Office first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.