CWM
SCHV

Chesapeake Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Chesapeake Wealth 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 		$1.31M Buy
37,555
+2,455
+7% +$80.9K 0.37% 65
2026
Q1 		$1.07M Buy
35,100
+1,215
+4% +$37.9K 0.33% 73
2025
Q4 		$1M Sell
33,885
-1,495
-4% -$43.7K 0.3% 77
2025
Q3 		$1.03M Buy
35,380
+2,620
+8% +$74.4K 0.31% 77
2025
Q2 		$906K Sell
32,760
-730
-2% -$19.2K 0.3% 78
2025
Q1 		$890K Sell
33,490
-105
-0.3% -$2.82K 0.32% 76
2024
Q4 		$876K Buy
33,595
+475
+1% +$12.8K 0.3% 81
2024
Q3 		$887K Sell
33,120
-225
-0.7% -$5.78K 0.3% 81
2024
Q2 		$823K Sell
33,345
-2,670
-7% -$66K 0.3% 80
2024
Q1 		$912K Buy
36,015
+1,455
+4% +$34.9K 0.33% 79
2023
Q4 		$808K Sell
34,560
-9,405
-21% -$206K 0.31% 81
2023
Q3 		$945K Sell
43,965
-1,950
-4% -$43.8K 0.39% 70
2023
Q2 		$1.03M Sell
45,915
-7,785
-14% -$170K 0.4% 71
2023
Q1 		$1.17M Buy
53,700
+60
+0.1% +$1.33K 0.49% 62
2022
Q4 		$1.18M Buy
53,640
+2,730
+5% +$59.1K 0.52% 57
2022
Q3 		$993K Sell
50,910
-24,846
-33% -$535K 0.45% 60
2022
Q2 		$1.58M Buy
75,756
+1,950
+3% +$43.8K 0.67% 42
2022
Q1 		$1.76M Buy
73,806
+1,485
+2% +$35.2K 0.64% 40
2021
Q4 		$1.76M Sell
72,321
-2,475
-3% -$58.6K 0.59% 43
2021
Q3 		$1.68M Buy
74,796
+4,095
+6% +$94.7K 0.6% 42
2021
Q2 		$1.61M Buy
70,701
+7,260
+11% +$165K 0.52% 49
2021
Q1 		$1.38M Sell
63,441
-3,375
-5% -$70.3K 0.46% 58
2020
Q4 		$1.33M Buy
66,816
+1,755
+3% +$32.8K 0.45% 64
2020
Q3 		$1.13M Buy
65,061
+3,495
+6% +$61.1K 0.42% 73
2020
Q2 		$1.03M Buy
61,566
+6,135
+11% +$100K 0.41% 74
2020
Q1 		$818K Buy
55,431
+8,871
+19% +$163K 0.38% 81
2019
Q4 		$933K Buy
46,560
+23,550
+102% +$456K 0.36% 84
2019
Q3 		$435K Buy
23,010
+1,740
+8% +$32.6K 0.18% 125
2019
Q2 		$398K Buy
21,270
+1,350
+7% +$25K 0.17% 135
2019
Q1 		$363K Buy
19,920
+4,065
+26% +$72.1K 0.16% 141
2018
Q4 		$260K Sell
15,855
-270
-2% -$4.78K 0.13% 154
2018
Q3 		$301K Buy
16,125
+30
+0.2% +$556 0.13% 148
2018
Q2 		$285K Sell
16,095
-2,340
-13% -$41.8K 0.13% 151
2018
Q1 		$325K Buy
+18,435
New +$338K 0.15% 138

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

Chesapeake Wealth Management's SCHV Position: Q2 2026 in Review

Chesapeake Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7% in Q2 2026, buying an estimated $80.9K and bringing the position to 37,555 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #65.

Chesapeake Wealth Management first reported a position in SCHV in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.76M in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Chesapeake Wealth Management held 37,555 shares of Schwab US Large-Cap Value ETF worth $1.31M as of Q2 2026.
  • Chesapeake Wealth Management bought 2,455 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $80.9K.
  • Schwab US Large-Cap Value ETF made up 0.37% of Chesapeake Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Chesapeake Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
  • Chesapeake Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.76M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.