CD
SCHV icon

Chapin Davis’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Chapin Davis’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
Q3 		$403K Hold
12,110
– – 0.08% 165
2026
Q2 		$422K Buy
12,110
+470
+4% +$15.5K 0.07% 161
2026
Q1 		$355K Hold
11,640
– – 0.08% 185
2025
Q4 		$345K Hold
11,640
– – 0.08% 178
2025
Q3 		$339K Sell
11,640
-855
-7% -$24.3K 0.08% 177
2025
Q2 		$346K Buy
12,495
+1,448
+13% +$38.1K 0.1% 168
2025
Q1 		$294K Buy
11,047
+7,346
+198% +$197K 0.1% 166
2024
Q4 		$297K Sell
3,701
-7,402
-67% -$200K 0.1% 173
2024
Q3 		$297K Hold
11,103
– – 0.1% 174
2024
Q2 		$274K Hold
11,103
– – 0.09% 173
2024
Q1 		$281K Sell
11,103
-1,953
-15% -$46.8K 0.1% 174
2023
Q4 		$305K Buy
13,056
+3,225
+33% +$70.5K 0.13% 153
2023
Q3 		$211K Hold
9,831
– – 0.1% 173
2023
Q2 		$220K Hold
9,831
– – 0.1% 183
2023
Q1 		$215K Buy
+9,831
New +$218K 0.11% 186

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Chapin Davis's SCHV Position: Q3 2026 in Review

Chapin Davis held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 12,110 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #165.

Chapin Davis first reported a position in SCHV in Q1 2023 and has held it in 15 quarters since. The position peaked at $422K in Q2 2026. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Chapin Davis held 12,110 shares of Schwab US Large-Cap Value ETF worth $403K as of Q3 2026.
  • Chapin Davis left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up 0.08% of Chapin Davis's portfolio in Q3 2026, its #165 holding.
  • Chapin Davis first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Chapin Davis's Schwab US Large-Cap Value ETF position peaked at $422K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.