BIM
SCHV

Bridges Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bridges 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 		$348K Hold
9,995
– – ﹤0.01% 347
2026
Q1 		$305K Hold
9,995
– – ﹤0.01% 339
2025
Q4 		$296K Sell
9,995
-24,012
-71% -$702K ﹤0.01% 350
2025
Q3 		$990K Buy
34,007
+18,952
+126% +$538K 0.01% 241
2025
Q2 		$417K Sell
15,055
-980
-6% -$25.8K 0.01% 310
2025
Q1 		$426K Buy
16,035
+435
+3% +$11.7K 0.01% 296
2024
Q4 		$407K Sell
15,600
-840
-5% -$22.7K 0.01% 310
2024
Q3 		$440K Buy
16,440
+480
+3% +$12.3K 0.01% 293
2024
Q2 		$394K Hold
15,960
– – 0.01% 298
2024
Q1 		$404K Hold
15,960
– – 0.01% 169
2023
Q4 		$373K Sell
15,960
-30
-0.2% -$656 0.01% 175
2023
Q3 		$344K Sell
15,990
-75
-0.5% -$1.68K 0.01% 176
2023
Q2 		$359K Hold
16,065
– – 0.01% 180
2023
Q1 		$351K Sell
16,065
-450
-3% -$10K 0.01% 182
2022
Q4 		$363K Sell
16,515
-105
-0.6% -$2.27K 0.01% 184
2022
Q3 		$324K Hold
16,620
– – 0.01% 190
2022
Q2 		$346K Sell
16,620
-150
-0.9% -$3.37K 0.01% 188
2022
Q1 		$399K Sell
16,770
-105
-0.6% -$2.49K 0.01% 190
2021
Q4 		$412K Sell
16,875
-225
-1% -$5.33K 0.01% 191
2021
Q3 		$385K Hold
17,100
– – 0.01% 186
2021
Q2 		$390K Buy
17,100
+75
+0.4% +$1.7K 0.01% 187
2021
Q1 		$370K Hold
17,025
– – 0.01% 193
2020
Q4 		$338K Hold
17,025
– – 0.01% 190
2020
Q3 		$296K Hold
17,025
– – 0.01% 194
2020
Q2 		$284K Hold
17,025
– – 0.01% 196
2020
Q1 		$251K Sell
17,025
-450
-3% -$8.25K 0.01% 199
2019
Q4 		$350K Sell
17,475
-765
-4% -$14.8K 0.01% 223
2019
Q3 		$345K Buy
18,240
+75
+0.4% +$1.4K 0.01% 343
2019
Q2 		$340K Buy
18,165
+150
+0.8% +$2.77K 0.01% 352
2019
Q1 		$329K Sell
18,015
-2,895
-14% -$51.4K 0.01% 309
2018
Q4 		$344K Sell
20,910
-255
-1% -$4.51K 0.02% 290
2018
Q3 		$396K Buy
21,165
+180
+0.9% +$3.34K 0.02% 218
2018
Q2 		$372K Sell
20,985
-2,037
-9% -$36.3K 0.02% 216
2018
Q1 		$405K Sell
23,022
-213
-0.9% -$3.9K 0.02% 207
2017
Q4 		$423K Buy
+23,235
New +$413K 0.03% 154

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

Bridges Investment Management's SCHV Position: Q2 2026 in Review

Bridges Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,995 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Bridges Investment Management first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. The position peaked at $990K in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bridges Investment Management held 9,995 shares of Schwab US Large-Cap Value ETF worth $348K as of Q2 2026.
  • Bridges Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #347 holding.
  • Bridges Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Bridges Investment Management's Schwab US Large-Cap Value ETF position peaked at $990K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.