CG
SCHV

Caprock Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Caprock Group’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 		$590K Buy
19,338
+11,658
+152% +$363K 0.01% 697
2025
Q4 		$227K Buy
7,680
+240
+3% +$7.01K ﹤0.01% 1074
2025
Q3 		$214K Buy
+7,440
New +$211K 0.01% 1040

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

Caprock Group's SCHV Position: Q1 2026 in Review

Caprock Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 152% in Q1 2026, buying an estimated $363K and bringing the position to 19,338 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #697.

Caprock Group first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Caprock Group held 19,338 shares of Schwab US Large-Cap Value ETF worth $590K as of Q1 2026.
  • Caprock Group bought 11,658 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $363K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #697 holding.
  • Caprock Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.