CCG
SCHV

Coastwise Capital Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Coastwise Capital 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 		$5.53M Sell
158,886
-1,687
-1% -$55.6K 3.22% 9
2026
Q1 		$4.9M Buy
160,573
+2,557
+2% +$79.7K 2.72% 10
2025
Q4 		$4.68M Buy
158,016
+2,656
+2% +$77.6K 2.34% 10
2025
Q3 		$4.52M Buy
155,360
+5,431
+4% +$154K 3.18% 8
2025
Q2 		$4.15M Buy
149,929
+26,186
+21% +$688K 3.3% 7
2025
Q1 		$3.29M Buy
123,743
+2,976
+2% +$79.9K 2.77% 8
2024
Q4 		$3.15M Sell
120,767
-2,548
-2% -$68.8K 2.52% 8
2024
Q3 		$3.3M Buy
123,315
+5,604
+5% +$144K 2.72% 8
2024
Q2 		$2.91M Buy
117,711
+3,738
+3% +$92.4K 2.77% 8
2024
Q1 		$2.89M Buy
113,973
+537
+0.5% +$12.9K 2.68% 8
2023
Q4 		$2.65M Buy
113,436
+348
+0.3% +$7.61K 2.7% 7
2023
Q3 		$2.43M Sell
113,088
-1,737
-2% -$39K 2.78% 7
2023
Q2 		$2.57M Sell
114,825
-1,065
-0.9% -$23.3K 2.91% 6
2023
Q1 		$2.53M Buy
115,890
+4,809
+4% +$107K 2.9% 7
2022
Q4 		$2.44M Buy
111,081
+3,888
+4% +$84.2K 2.9% 7
2022
Q3 		$2.09M Sell
107,193
-864
-0.8% -$18.6K 3.3% 5
2022
Q2 		$2.25M Buy
108,057
+7,581
+8% +$170K 2.74% 7
2022
Q1 		$2.39M Buy
+100,476
New +$2.38M 2.97% 7

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
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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Coastwise Capital Group's SCHV Position: Q2 2026 in Review

Coastwise Capital Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $55.6K and leaving 158,886 shares worth $5.53M. The position accounts for 3.22% of the portfolio, ranked #9.

Coastwise Capital Group first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 217 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Coastwise Capital Group held 158,886 shares of Schwab US Large-Cap Value ETF worth $5.53M as of Q2 2026.
  • Coastwise Capital Group sold 1,687 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $55.6K.
  • Schwab US Large-Cap Value ETF made up 3.22% of Coastwise Capital Group's portfolio in Q2 2026, its #9 holding.
  • Coastwise Capital Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.