BMCM
SCHV

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

Bryn Mawr 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 		$430K Hold
12,365
– – 0.02% 314
2026
Q1 		$377K Hold
12,365
– – 0.02% 314
2025
Q4 		$366K Sell
12,365
-400
-3% -$11.7K 0.02% 325
2025
Q3 		$372K Sell
12,765
-1,318
-9% -$37.4K 0.02% 317
2025
Q2 		$390K Sell
14,083
-450
-3% -$11.8K 0.02% 300
2025
Q1 		$386K Sell
14,533
-1,145
-7% -$30.7K 0.02% 287
2024
Q4 		$409K Sell
15,678
-4,875
-24% -$132K 0.02% 302
2024
Q3 		$551K Sell
20,553
-150
-0.7% -$3.85K 0.03% 269
2024
Q2 		$511K Sell
20,703
-900
-4% -$22.2K 0.03% 274
2024
Q1 		$547K Sell
21,603
-375
-2% -$8.99K 0.03% 274
2023
Q4 		$514K Sell
21,978
-4,905
-18% -$107K 0.03% 277
2023
Q3 		$578K Sell
26,883
-1,500
-5% -$33.7K 0.04% 261
2023
Q2 		$635K Sell
28,383
-6,000
-17% -$131K 0.06% 195
2023
Q1 		$752K Hold
34,383
– – 0.08% 182
2022
Q4 		$757K Buy
+34,383
New +$744K 0.08% 179

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

Bryn Mawr Capital Management's SCHV Position: Q2 2026 in Review

Bryn Mawr Capital Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 12,365 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #314.

Bryn Mawr Capital Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $757K in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bryn Mawr Capital Management held 12,365 shares of Schwab US Large-Cap Value ETF worth $430K as of Q2 2026.
  • Bryn Mawr Capital Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #314 holding.
  • Bryn Mawr Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Bryn Mawr Capital Management's Schwab US Large-Cap Value ETF position peaked at $757K in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.