CTA
SCHV

Chesley Taft & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Chesley Taft & Associates’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 		$422K Hold
12,130
– – 0.02% 297
2026
Q1 		$370K Hold
12,130
– – 0.02% 301
2025
Q4 		$359K Hold
12,130
– – 0.01% 307
2025
Q3 		$353K Hold
12,130
– – 0.02% 294
2025
Q2 		$336K Sell
12,130
-1,200
-9% -$31.5K 0.02% 287
2025
Q1 		$354K Buy
+13,330
New +$358K 0.02% 278

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Chesley Taft & Associates's SCHV Position: Q2 2026 in Review

Chesley Taft & Associates held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 12,130 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #297.

Chesley Taft & Associates first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Chesley Taft & Associates held 12,130 shares of Schwab US Large-Cap Value ETF worth $422K as of Q2 2026.
  • Chesley Taft & Associates left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #297 holding.
  • Chesley Taft & Associates first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.