Cerity Partners
SCHV

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

Cerity 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
Q2 		$41M Buy
1,744,278
+640,992
+58% +$21.1M 0.05% 294
2026
Q1 		$33.9M Buy
1,103,286
+159,141
+17% +$4.96M 0.05% 318
2025
Q4 		$28M Sell
944,145
-12,133
-1% -$355K 0.04% 335
2025
Q3 		$27.8M Sell
956,278
-39,493
-4% -$1.12M 0.05% 316
2025
Q2 		$27.6M Buy
995,771
+280,257
+39% +$7.37M 0.05% 303
2025
Q1 		$19M Sell
715,514
-813
-0.1% -$21.8K 0.04% 347
2024
Q4 		$18.7M Sell
716,327
-91,501
-11% -$2.47M 0.04% 324
2024
Q3 		$21.6M Sell
807,828
-612
-0.1% -$15.7K 0.05% 301
2024
Q2 		$20M Sell
808,440
-12,936
-2% -$320K 0.05% 281
2024
Q1 		$20.8M Buy
821,376
+879
+0.1% +$21.1K 0.05% 287
2023
Q4 		$19.2M Buy
820,497
+773,214
+1,635% +$16.9M 0.06% 253
2023
Q3 		$1.02M Sell
47,283
-750,480
-94% -$16.9M ﹤0.01% 755
2023
Q2 		$17.8M Buy
797,763
+24,993
+3% +$546K 0.07% 247
2023
Q1 		$16.9M Buy
772,770
+11,439
+2% +$254K 0.04% 266
2022
Q4 		$16.8M Buy
761,331
+741,525
+3,744% +$16.1M 0.11% 192
2022
Q3 		$387K Buy
19,806
+2,469
+14% +$53.2K ﹤0.01% 803
2022
Q2 		$360K Buy
17,337
+6,357
+58% +$143K ﹤0.01% 843
2022
Q1 		$261K Buy
+10,980
New +$260K ﹤0.01% 779

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

Cerity Partners's SCHV Position: Q2 2026 in Review

Cerity Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 58% in Q2 2026, buying an estimated $21.1M and bringing the position to 1,744,278 shares worth $41M. The position accounts for 0.05% of the portfolio, ranked #294.

Cerity Partners first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 948 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cerity Partners held 1,744,278 shares of Schwab US Large-Cap Value ETF worth $41M as of Q2 2026.
  • Cerity Partners bought 640,992 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $21.1M.
  • Schwab US Large-Cap Value ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #294 holding.
  • Cerity Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 948 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.