Collective Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Collective Family Office’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	$457K	Buy	13,137 +4,974	+61%	+$164K	0.09%	124
2026 Q1	$249K	Hold	8,163	–	–	0.06%	147
2025 Q4	$242K	Hold	8,163	–	–	0.06%	150
2025 Q3	$238K	Buy	8,163 +350	+4%	+$9.94K	0.06%	152
2025 Q2	$216K	Buy	+7,813	New	+$205K	0.06%	154
2023 Q4	–	Sell	-25,740	Closed	-$553K	–	185
2023 Q3	$553K	Hold	25,740	–	–	0.22%	92
2023 Q2	$576K	Sell	25,740 -32,250	-56%	-$704K	0.23%	90
2023 Q1	$1.27M	Sell	57,990 -10,200	-15%	-$227K	0.52%	50
2022 Q4	$1.5M	Buy	+68,190	New	+$1.48M	0.67%	42

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Collective Family Office's SCHV Position: Q2 2026 in Review

Collective Family Office increased its Schwab US Large-Cap Value ETF (SCHV) stake by 61% in Q2 2026, buying an estimated $164K and bringing the position to 13,137 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #124.

Collective Family Office first reported a position in SCHV in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Collective Family Office held 13,137 shares of Schwab US Large-Cap Value ETF worth $457K as of Q2 2026.
Collective Family Office bought 4,974 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $164K.
Schwab US Large-Cap Value ETF made up 0.09% of Collective Family Office's portfolio in Q2 2026, its #124 holding.
Collective Family Office first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 9 quarters since.
Collective Family Office's Schwab US Large-Cap Value ETF position peaked at $1.5M in Q4 2022.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.