CIP
SCHV

Capital Insight Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Capital Insight Partners’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 		– Sell
-23,228
Closed -$688K – 94
2025
Q4 		$688K Sell
23,228
-1,255
-5% -$36.7K 0.15% 92
2025
Q3 		$713K Sell
24,483
-87
-0.4% -$2.47K 0.12% 113
2025
Q2 		$680K Sell
24,570
-496
-2% -$13K 0.12% 118
2025
Q1 		$666K Sell
25,066
-994
-4% -$26.7K 0.12% 122
2024
Q4 		$679K Sell
26,060
-1,123
-4% -$30.3K 0.12% 122
2024
Q3 		$728K Buy
27,183
+393
+1% +$10.1K 0.13% 113
2024
Q2 		$662K Buy
26,790
+306
+1% +$7.56K 0.12% 111
2024
Q1 		$671K Buy
26,484
+312
+1% +$7.48K 0.13% 112
2023
Q4 		$612K Sell
26,172
-63
-0.2% -$1.38K 0.13% 109
2023
Q3 		$564K Buy
26,235
+156
+0.6% +$3.5K 0.13% 107
2023
Q2 		$583K Buy
26,079
+336
+1% +$7.34K 0.13% 109
2023
Q1 		$563K Buy
25,743
+1,473
+6% +$32.7K 0.13% 116
2022
Q4 		$534K Sell
24,270
-3,309
-12% -$71.6K 0.14% 109
2022
Q3 		$538K Sell
27,579
-2,043
-7% -$44K 0.15% 105
2022
Q2 		$616K Sell
29,622
-1,521
-5% -$34.1K 0.14% 111
2022
Q1 		$741K Sell
31,143
-3,705
-11% -$87.7K 0.15% 115
2021
Q4 		$851K Sell
34,848
-4,074
-10% -$96.5K 0.17% 116
2021
Q3 		$875K Sell
38,922
-2,262
-5% -$52.3K 0.19% 120
2021
Q2 		$939K Sell
41,184
-327
-0.8% -$7.42K 0.21% 116
2021
Q1 		$903K Buy
41,511
+357
+0.9% +$7.44K 0.22% 116
2020
Q4 		$817K Buy
41,154
+108
+0.3% +$2.02K 0.21% 115
2020
Q3 		$714K Buy
41,046
+864
+2% +$15.1K 0.2% 116
2020
Q2 		$671K Buy
+40,182
New +$656K 0.21% 115

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

Capital Insight Partners's SCHV Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 23,228 shares — an estimated $688K sold.

Capital Insight Partners first reported a position in SCHV in Q2 2020 and held it in 23 quarters. The position peaked at $939K in Q2 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 23,228 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $688K.
  • Capital Insight Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's Schwab US Large-Cap Value ETF position peaked at $939K in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.