Commerce Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Commerce Bank’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	$246K	Hold	7,071	–	–	﹤0.01%	1229
2026 Q1	$216K	Hold	7,071	–	–	﹤0.01%	1245
2025 Q4	$209K	Sell	7,071 -721	-9%	-$21.1K	﹤0.01%	1193
2025 Q3	$227K	Hold	7,792	–	–	﹤0.01%	1158
2025 Q2	$216K	Buy	+7,792	New	+$205K	﹤0.01%	1139
2023 Q3	–	Sell	-9,000	Closed	-$201K	–	1173
2023 Q2	$201K	Sell	9,000 -855	-9%	-$18.7K	﹤0.01%	1096
2023 Q1	$215K	Sell	9,855 -2,313	-19%	-$51.4K	﹤0.01%	1080
2022 Q4	$268K	Sell	12,168 -4,545	-27%	-$98.4K	﹤0.01%	1006
2022 Q3	$326K	Buy	16,713 +2,406	+17%	+$51.8K	﹤0.01%	916
2022 Q2	$298K	Buy	14,307 +636	+5%	+$14.3K	﹤0.01%	948
2022 Q1	$325K	Hold	13,671	–	–	﹤0.01%	974
2021 Q4	$334K	Hold	13,671	–	–	﹤0.01%	993
2021 Q3	$308K	Sell	13,671 -1,155	-8%	-$26.7K	﹤0.01%	998
2021 Q2	$338K	Sell	14,826 -645	-4%	-$14.6K	﹤0.01%	962
2021 Q1	$337K	Buy	+15,471	New	+$322K	﹤0.01%	928

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

Commerce Bank's SCHV Position: Q2 2026 in Review

Commerce Bank held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,071 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Commerce Bank first reported a position in SCHV in Q1 2021 and has held it in 15 quarters since. The position peaked at $338K in Q2 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Commerce Bank held 7,071 shares of Schwab US Large-Cap Value ETF worth $246K as of Q2 2026.
Commerce Bank left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Commerce Bank's portfolio in Q2 2026, its #1229 holding.
Commerce Bank first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 15 quarters since.
Commerce Bank's Schwab US Large-Cap Value ETF position peaked at $338K in Q2 2021.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.