BCIM
SCHV

Bishop & Co Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bishop & Co Investment 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 		$9.73M Hold
279,444
– – 2.99% 10
2026
Q1 		$8.52M Sell
279,444
-63,829
-19% -$1.99M 2.92% 10
2025
Q4 		$10.2M Sell
343,273
-1
-0% -$29 3.37% 10
2025
Q3 		$9.99M Hold
343,274
– – 3.34% 10
2025
Q2 		$9.5M Buy
343,274
+19,418
+6% +$510K 3.41% 9
2025
Q1 		$8.61M Buy
323,856
+31,090
+11% +$834K 3.33% 10
2024
Q4 		$7.63M Buy
292,766
+10,571
+4% +$285K 2.91% 11
2024
Q3 		$7.56M Buy
282,195
+72
+0% +$1.85K 2.88% 11
2024
Q2 		$6.97M Buy
282,123
+22,362
+9% +$553K 4.23% 9
2024
Q1 		$6.58M Buy
259,761
+191,010
+278% +$4.58M 2.72% 11
2023
Q4 		$1.61M Buy
+68,751
New +$1.5M 0.68% 16
2023
Q3 		– Sell
-3,788,028
Closed -$85.1M – 15
2023
Q2 		$18.8M Buy
3,788,028
+3,729,297
+6,350% +$81.4M 0.84% 15
2023
Q1 		$1.28M Buy
58,731
+7,200
+14% +$160K 0.59% 18
2022
Q4 		$1.13M Sell
51,531
-1,329
-3% -$28.8K 0.55% 18
2022
Q3 		$1.03M Buy
52,860
+1,722
+3% +$37.1K 0.54% 19
2022
Q2 		$1.06M Buy
51,138
+1,686
+3% +$37.8K 0.53% 19
2022
Q1 		$1.18M Sell
49,452
-219
-0.4% -$5.18K 0.51% 17
2021
Q4 		$1.21M Buy
49,671
+12,846
+35% +$304K 0.5% 18
2021
Q3 		$828K Buy
36,825
+1,062
+3% +$24.6K 0.4% 18
2021
Q2 		$815K Buy
35,763
+828
+2% +$18.8K 0.4% 18
2021
Q1 		$760K Buy
34,935
+1,374
+4% +$28.6K 0.39% 18
2020
Q4 		$666K Hold
33,561
– – 0.37% 18
2020
Q3 		$584K Buy
33,561
+1,776
+6% +$31.1K 0.37% 19
2020
Q2 		$531K Buy
+31,785
New +$519K 0.36% 19

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
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
KF
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

Bishop & Co Investment Management's SCHV Position: Q2 2026 in Review

Bishop & Co Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 279,444 shares worth $9.73M. The position accounts for 2.99% of the portfolio, ranked #10.

Bishop & Co Investment Management first reported a position in SCHV in Q2 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q2 2023. 481 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bishop & Co Investment Management held 279,444 shares of Schwab US Large-Cap Value ETF worth $9.73M as of Q2 2026.
  • Bishop & Co Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 2.99% of Bishop & Co Investment Management's portfolio in Q2 2026, its #10 holding.
  • Bishop & Co Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Bishop & Co Investment Management's Schwab US Large-Cap Value ETF position peaked at $18.8M in Q2 2023.
  • 481 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.