BTI
SCHV

Blue Trust Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blue Trust 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 		$766K Buy
22,003
+380
+2% +$12.5K 0.01% 362
2026
Q1 		$659K Buy
21,623
+5,165
+31% +$161K 0.01% 396
2025
Q4 		$487K Buy
16,458
+85
+0.5% +$2.48K 0.01% 490
2025
Q3 		$477K Buy
16,373
+77
+0.5% +$2.19K 0.01% 507
2025
Q2 		$451K Buy
16,296
+15,108
+1,272% +$397K 0.01% 488
2025
Q1 		$31.6K Sell
1,188
-2,116
-64% -$56.8K ﹤0.01% 1539
2024
Q4 		$86.1K Sell
3,304
-23,210
-88% -$627K ﹤0.01% 996
2024
Q3 		$655K Buy
26,514
+23,070
+670% +$593K 0.01% 368
2024
Q2 		$87.2K Buy
3,444
+1,176
+52% +$29.1K ﹤0.01% 1028
2024
Q1 		$57.4K Buy
+2,268
New +$54.4K ﹤0.01% 870
2022
Q3 		– Sell
-18
Closed – – 2294
2022
Q2 		$0 Buy
+18
New +$404 ﹤0.01% 1996

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

Blue Trust Inc's SCHV Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, buying an estimated $12.5K and bringing the position to 22,003 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #362.

Blue Trust Inc first reported a position in SCHV in Q2 2022 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Blue Trust Inc held 22,003 shares of Schwab US Large-Cap Value ETF worth $766K as of Q2 2026.
  • Blue Trust Inc bought 380 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $12.5K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #362 holding.
  • Blue Trust Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.