CM
SCHV

Columbus Macro’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Columbus Macro’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
Q1 		$6M Sell
196,858
-5,014
-2% -$156K 0.64% 62
2025
Q4 		$5.98M Sell
201,872
-29,712
-13% -$868K 0.65% 64
2025
Q3 		$6.74M Sell
231,584
-5,640
-2% -$160K 0.77% 54
2025
Q2 		$6.56M Sell
237,224
-12,748
-5% -$335K 0.8% 49
2025
Q1 		$6.64M Sell
249,972
-5,078
-2% -$136K 0.88% 42
2024
Q4 		$6.65M Buy
255,050
+193,928
+317% +$5.24M 0.92% 36
2024
Q3 		$1.62M Sell
61,122
-1,158
-2% -$29.7K 0.59% 58
2024
Q2 		$1.54M Sell
62,280
-4,197
-6% -$104K 0.59% 56
2024
Q1 		$1.68M Buy
66,477
+186
+0.3% +$4.46K 0.64% 47
2023
Q4 		$1.55M Sell
66,291
-2,556
-4% -$55.9K 0.61% 51
2023
Q3 		$1.48M Sell
68,847
-4,716
-6% -$106K 0.62% 51
2023
Q2 		$1.65M Sell
73,563
-2,085
-3% -$45.5K 0.65% 47
2023
Q1 		$1.65M Sell
75,648
-2,115
-3% -$47K 0.61% 55
2022
Q4 		$1.71M Sell
77,763
-3,372
-4% -$73K 0.66% 53
2022
Q3 		$1.58M Sell
81,135
-1,629
-2% -$35.1K 0.65% 54
2022
Q2 		$1.72M Sell
82,764
-7,935
-9% -$178K 0.65% 50
2022
Q1 		$2.16M Sell
90,699
-5,262
-5% -$125K 0.74% 41
2021
Q4 		$2.34M Sell
95,961
-15,051
-14% -$357K 0.79% 37
2021
Q3 		$2.5M Sell
111,012
-9,693
-8% -$224K 0.82% 34
2021
Q2 		$2.75M Sell
120,705
-14,169
-11% -$321K 0.86% 32
2021
Q1 		$2.94M Sell
134,874
-20,220
-13% -$421K 0.91% 31
2020
Q4 		$3.08M Sell
155,094
-82,689
-35% -$1.55M 0.94% 33
2020
Q3 		$4.14M Sell
237,783
-69,807
-23% -$1.22M 1.26% 26
2020
Q2 		$5.14M Sell
307,590
-15,078
-5% -$246K 1.4% 25
2020
Q1 		$4.76M Buy
322,668
+28,329
+10% +$519K 1.38% 21
2019
Q4 		$5.9M Sell
294,339
-2,796
-0.9% -$54.2K 1.3% 24
2019
Q3 		$5.62M Sell
297,135
-15,063
-5% -$282K 1.41% 21
2019
Q2 		$5.84M Sell
312,198
-13,518
-4% -$250K 1.25% 25
2019
Q1 		$5.94M Buy
325,716
+10,170
+3% +$181K 1.3% 22
2018
Q4 		$5.18M Buy
315,546
+37,308
+13% +$660K 1.18% 27
2018
Q3 		$5.2M Sell
278,238
-9,117
-3% -$169K 1.29% 30
2018
Q2 		$5.09M Buy
+287,355
New +$5.13M 1.32% 27

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Columbus Macro's SCHV Position: Q1 2026 in Review

Columbus Macro reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q1 2026, selling an estimated $156K and leaving 196,858 shares worth $6M. The position accounts for 0.64% of the portfolio, ranked #62.

Columbus Macro first reported a position in SCHV in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.74M in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Columbus Macro held 196,858 shares of Schwab US Large-Cap Value ETF worth $6M as of Q1 2026.
  • Columbus Macro sold 5,014 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $156K.
  • Schwab US Large-Cap Value ETF made up 0.64% of Columbus Macro's portfolio in Q1 2026, its #62 holding.
  • Columbus Macro first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 32 quarters since.
  • Columbus Macro's Schwab US Large-Cap Value ETF position peaked at $6.74M in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.