CPIG
SCHV

Chicago Partners Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Chicago Partners Investment 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
Q2 		$1.94M Buy
56,675
+12,441
+28% +$410K 0.04% 380
2026
Q1 		$1.41M Buy
44,234
+390
+0.9% +$12.2K 0.03% 422
2025
Q4 		$1.35M Buy
43,844
+11,299
+35% +$330K 0.03% 384
2025
Q3 		$951K Buy
32,545
+4,645
+17% +$132K 0.02% 443
2025
Q2 		$792K Buy
27,900
+9,718
+53% +$255K 0.02% 453
2025
Q1 		$474K Buy
18,182
+544
+3% +$14.6K 0.02% 534
2024
Q4 		$461K Sell
17,638
-32,903
-65% -$888K 0.02% 525
2024
Q3 		$454K Buy
50,541
+35,184
+229% +$904K 0.02% 515
2024
Q2 		$394K Buy
15,357
+1,275
+9% +$31.5K 0.02% 527
2024
Q1 		$345K Buy
14,082
+3,903
+38% +$93.6K 0.01% 539
2023
Q4 		$237K Buy
10,179
+27
+0.3% +$590 0.01% 598
2023
Q3 		$210K Sell
10,152
-708
-7% -$15.9K 0.01% 597
2023
Q2 		$248K Buy
10,860
+717
+7% +$15.7K 0.01% 576
2023
Q1 		$225K Buy
+10,143
New +$225K 0.01% 586
2019
Q3 		– Sell
-10,998
Closed -$207K – 338
2019
Q2 		$207K Buy
10,998
+75
+0.7% +$1.39K 0.03% 304
2019
Q1 		$204K Buy
+10,923
New +$194K 0.03% 300
2018
Q4 		– Sell
-4,842
Closed -$84K – 803
2018
Q3 		$84K Buy
4,842
+69
+1% +$1.28K 0.01% 441
2018
Q2 		$85K Hold
4,773
– – 0.01% 407
2018
Q1 		$84K Buy
4,773
+30
+0.6% +$550 0.01% 374
2017
Q4 		$86K Buy
4,743
+4,446
+1,497% +$79.1K 0.01% 375
2017
Q3 		$5K Buy
297
+129
+77% +$2.18K ﹤0.01% 870
2017
Q2 		$3K Sell
168
-126
-43% -$2.1K ﹤0.01% 618
2017
Q1 		$5K Buy
+294
New +$4.83K ﹤0.01% 494

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

Chicago Partners Investment Group's SCHV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 28% in Q2 2026, buying an estimated $410K and bringing the position to 56,675 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #380.

Chicago Partners Investment Group first reported a position in SCHV in Q1 2017 and has held it in 23 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Chicago Partners Investment Group held 56,675 shares of Schwab US Large-Cap Value ETF worth $1.94M as of Q2 2026.
  • Chicago Partners Investment Group bought 12,441 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $410K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #380 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 23 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.