Brown Advisory
SCHV

Brown Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brown Advisory’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
Q1 		$632K Buy
20,728
+4,341
+26% +$135K ﹤0.01% 988
2025
Q4 		$485K Buy
16,387
+3,378
+26% +$98.7K ﹤0.01% 1072
2025
Q3 		$379K Buy
13,009
+57
+0.4% +$1.62K ﹤0.01% 1127
2025
Q2 		$358K Buy
12,952
+2,787
+27% +$73.2K ﹤0.01% 1099
2025
Q1 		$270K Buy
+10,165
New +$273K ﹤0.01% 1169

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Brown Advisory's SCHV Position: Q1 2026 in Review

Brown Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 26% in Q1 2026, buying an estimated $135K and bringing the position to 20,728 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Brown Advisory first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Brown Advisory held 20,728 shares of Schwab US Large-Cap Value ETF worth $632K as of Q1 2026.
  • Brown Advisory bought 4,341 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $135K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #988 holding.
  • Brown Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.