Commonwealth Equity Services
SCHV

Commonwealth Equity Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Commonwealth Equity Services’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 		$15.8M Sell
455,072
-23,814
-5% -$784K 0.02% 707
2026
Q1 		$14.6M Sell
478,886
-6,437
-1% -$201K 0.02% 699
2025
Q4 		$14.4M Sell
485,323
-69,585
-13% -$2.03M 0.02% 712
2025
Q3 		$16.2M Sell
554,908
-21,228
-4% -$603K 0.02% 669
2025
Q2 		$15.9M Sell
576,136
-443,404
-43% -$11.7M 0.02% 674
2025
Q1 		$27.1M Sell
1,019,540
-38,746
-4% -$1.04M 0.04% 446
2024
Q4 		$27.6M Buy
1,058,286
+67,029
+7% +$1.81M 0.04% 417
2024
Q3 		$26.6M Buy
991,257
+86,691
+10% +$2.23M 0.04% 429
2024
Q2 		$22.3M Sell
904,566
-84,396
-9% -$2.09M 0.04% 465
2024
Q1 		$25M Buy
988,962
+7,707
+0.8% +$185K 0.04% 420
2023
Q4 		$22.9M Buy
981,255
+29,745
+3% +$650K 0.04% 416
2023
Q3 		$20.4M Buy
951,510
+79,335
+9% +$1.78M 0.04% 405
2023
Q2 		$19.5M Buy
872,175
+453,696
+108% +$9.91M 0.04% 424
2023
Q1 		$9.15K Sell
418,479
-5,376
-1% -$119K 0.02% 705
2022
Q4 		$9.33M Buy
423,855
+2,937
+0.7% +$63.6K 0.02% 653
2022
Q3 		$8.21M Sell
420,918
-87,834
-17% -$1.89M 0.02% 659
2022
Q2 		$10.6M Sell
508,752
-45,216
-8% -$1.01M 0.03% 556
2022
Q1 		$13.2M Sell
553,968
-404,004
-42% -$9.56M 0.03% 510
2021
Q4 		$23.4M Buy
957,972
+458,286
+92% +$10.9M 0.05% 327
2021
Q3 		$11.2M Sell
499,686
-67,713
-12% -$1.57M 0.03% 534
2021
Q2 		$12.9M Buy
567,399
+43,935
+8% +$997K 0.03% 476
2021
Q1 		$11.4M Buy
523,464
+128,517
+33% +$2.68M 0.03% 475
2020
Q4 		$7.84M Buy
394,947
+81,240
+26% +$1.52M 0.02% 561
2020
Q3 		$5.46M Sell
313,707
-13,284
-4% -$232K 0.02% 624
2020
Q2 		$5.46M Sell
326,991
-117,261
-26% -$1.91M 0.02% 584
2020
Q1 		$6.55M Sell
444,252
-5,007
-1% -$91.8K 0.03% 468
2019
Q4 		$9M Sell
449,259
-7,086
-2% -$137K 0.03% 440
2019
Q3 		$8.63M Buy
456,345
+54,696
+14% +$1.02M 0.04% 423
2019
Q2 		$7.52M Sell
401,649
-136,164
-25% -$2.52M 0.03% 447
2019
Q1 		$9.81M Buy
537,813
+48,276
+10% +$857K 0.05% 363
2018
Q4 		$8.04M Sell
489,537
-6,852
-1% -$121K 0.04% 378
2018
Q3 		$9.28M Buy
496,389
+10,959
+2% +$203K 0.04% 364
2018
Q2 		$8.6M Buy
485,430
+152,892
+46% +$2.73M 0.04% 351
2018
Q1 		$5.86M Buy
332,538
+7,308
+2% +$134K 0.03% 432
2017
Q4 		$5.93M Buy
325,230
+61,233
+23% +$1.09M 0.03% 430
2017
Q3 		$4.56M Buy
263,997
+34,824
+15% +$590K 0.03% 477
2017
Q2 		$3.83M Buy
229,173
+56,301
+33% +$936K 0.02% 518
2017
Q1 		$2.86M Buy
172,872
+53,091
+44% +$873K 0.02% 588
2016
Q4 		$1.92M Buy
119,781
+24,372
+26% +$378K 0.01% 724
2016
Q3 		$1.45M Buy
95,409
+12,729
+15% +$194K 0.01% 826
2016
Q2 		$1.23M Buy
82,680
+15,177
+22% +$222K 0.01% 876
2016
Q1 		$972K Buy
67,503
+780
+1% +$10.7K 0.01% 953
2015
Q4 		$944K Buy
66,723
+12,879
+24% +$183K 0.01% 964
2015
Q3 		$715K Sell
53,844
-38,580
-42% -$540K 0.01% 1055
2015
Q2 		$1.33M Buy
92,424
+62,640
+210% +$922K 0.01% 806
2015
Q1 		$430K Buy
29,784
+612
+2% +$8.91K ﹤0.01% 1408
2014
Q4 		$429K Buy
29,172
+9,837
+51% +$142K ﹤0.01% 1365
2014
Q3 		$275K Buy
19,335
+3,027
+19% +$43.3K ﹤0.01% 1609
2014
Q2 		$233K Buy
+16,308
New +$227K ﹤0.01% 1728

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

Commonwealth Equity Services's SCHV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5% in Q2 2026, selling an estimated $784K and leaving 455,072 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #707.

Commonwealth Equity Services first reported a position in SCHV in Q2 2014 and has held it in 49 quarters since. The position peaked at $27.6M in Q4 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Commonwealth Equity Services held 455,072 shares of Schwab US Large-Cap Value ETF worth $15.8M as of Q2 2026.
  • Commonwealth Equity Services sold 23,814 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $784K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #707 holding.
  • Commonwealth Equity Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and has held it in 49 quarters since.
  • Commonwealth Equity Services's Schwab US Large-Cap Value ETF position peaked at $27.6M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.