Blume Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blume Capital 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	$57.4K	Buy	1,650 +150	+10%	+$4.94K	0.01%	196
2026 Q1	$45.8K	Hold	1,500	–	–	0.01%	205
2025 Q4	$44.4K	Hold	1,500	–	–	0.01%	189
2025 Q3	$43.7K	Hold	1,500	–	–	0.01%	202
2025 Q2	$41.5K	Hold	1,500	–	–	0.01%	195
2025 Q1	$39.9K	Hold	1,500	–	–	0.01%	195
2024 Q4	$39.1K	Hold	1,500	–	–	0.01%	198
2024 Q3	$40.2K	Hold	1,500	–	–	0.01%	198
2024 Q2	$37K	Hold	1,500	–	–	0.01%	196
2024 Q1	$38K	Hold	1,500	–	–	0.01%	191
2023 Q4	$35K	Hold	1,500	–	–	0.01%	192
2023 Q3	$32.2K	Hold	1,500	–	–	0.01%	196
2023 Q2	$33.5K	Hold	1,500	–	–	0.01%	189
2023 Q1	$32.8K	Hold	1,500	–	–	0.01%	183
2022 Q4	$33K	Hold	1,500	–	–	0.01%	186
2022 Q3	$29K	Hold	1,500	–	–	0.01%	179
2022 Q2	$31K	Hold	1,500	–	–	0.01%	183
2022 Q1	$36K	Hold	1,500	–	–	0.01%	176
2021 Q4	$37K	Sell	1,500 -1,089	-42%	-$25.8K	0.01%	190
2021 Q3	$58K	Hold	2,589	–	–	0.02%	163
2021 Q2	$59K	Buy	2,589 +1,089	+73%	+$24.7K	0.02%	163
2021 Q1	$33K	Hold	1,500	–	–	0.01%	177
2020 Q4	$30K	Hold	1,500	–	–	0.01%	140
2020 Q3	$26K	Hold	1,500	–	–	0.01%	137
2020 Q2	$25K	Sell	1,500 -1,800	-55%	-$29.4K	0.01%	144
2020 Q1	$48K	Hold	3,300	–	–	0.03%	115
2019 Q4	$66K	Hold	3,300	–	–	0.03%	114
2019 Q3	$62K	Hold	3,300	–	–	0.03%	118
2019 Q2	$62K	Sell	3,300 -708	-18%	-$13.1K	0.03%	111
2019 Q1	$73K	Hold	4,008	–	–	0.04%	109
2018 Q4	$66K	Hold	4,008	–	–	0.04%	110
2018 Q3	$75K	Hold	4,008	–	–	0.04%	95
2018 Q2	$71K	Buy	4,008 +3	+0.1%	+$54	0.04%	94
2018 Q1	$70K	Buy	4,005 +21	+0.5%	+$385	0.04%	100
2017 Q4	$73K	Buy	3,984 +27	+0.7%	+$480	0.04%	104
2017 Q3	$68K	Buy	3,957 +24	+0.6%	+$406	0.04%	103
2017 Q2	$66K	Buy	3,933 +24	+0.6%	+$399	0.04%	89
2017 Q1	$65K	Buy	3,909 +24	+0.6%	+$394	0.04%	88
2016 Q4	$62K	Buy	+3,885	New	+$60.2K	0.04%	86

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

Blume Capital Management's SCHV Position: Q2 2026 in Review

Blume Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q2 2026, buying an estimated $4.94K and bringing the position to 1,650 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #196.

Blume Capital Management first reported a position in SCHV in Q4 2016 and has held it in 39 quarters since. The position peaked at $75K in Q3 2018. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Blume Capital Management held 1,650 shares of Schwab US Large-Cap Value ETF worth $57.4K as of Q2 2026.
Blume Capital Management bought 150 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.94K.
Schwab US Large-Cap Value ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #196 holding.
Blume Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
Blume Capital Management's Schwab US Large-Cap Value ETF position peaked at $75K in Q3 2018.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.