CCM
SCHV

Condor Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Condor Capital Management’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 		$1.18M Sell
38,637
-5,478
-12% -$171K 0.1% 115
2025
Q4 		$1.31M Buy
44,115
+4
+0% +$117 0.11% 113
2025
Q3 		$1.28M Sell
44,111
-4
-0% -$114 0.11% 119
2025
Q2 		$1.22M Buy
44,115
+3
+0% +$79 0.11% 120
2025
Q1 		$1.17M Sell
44,112
-288
-0.6% -$7.73K 0.11% 117
2024
Q4 		$1.16M Sell
44,400
-351
-0.8% -$9.48K 0.1% 125
2024
Q3 		$1.2M Sell
44,751
-618
-1% -$15.9K 0.11% 120
2024
Q2 		$1.12M Sell
45,369
-330
-0.7% -$8.15K 0.11% 119
2024
Q1 		$1.16M Sell
45,699
-15,732
-26% -$377K 0.11% 119
2023
Q4 		$1.44M Buy
61,431
+13,881
+29% +$304K 0.15% 117
2023
Q3 		$1.02M Buy
47,550
+6,111
+15% +$137K 0.13% 121
2023
Q2 		$927K Sell
41,439
-195
-0.5% -$4.26K 0.11% 125
2023
Q1 		$910K Sell
41,634
-2,535
-6% -$56.3K 0.11% 127
2022
Q4 		$972K Sell
44,169
-690
-2% -$14.9K 0.12% 135
2022
Q3 		$875K Sell
44,859
-3
-0% -$65 0.11% 140
2022
Q2 		$933K Sell
44,862
-1,620
-3% -$36.4K 0.12% 128
2022
Q1 		$1.11M Sell
46,482
-2,472
-5% -$58.5K 0.12% 127
2021
Q4 		$1.2M Sell
48,954
-207
-0.4% -$4.9K 0.13% 121
2021
Q3 		$1.11M Sell
49,161
-2,280
-4% -$52.7K 0.12% 137
2021
Q2 		$1.17M Sell
51,441
-3,096
-6% -$70.2K 0.13% 130
2021
Q1 		$1.19M Sell
54,537
-18,408
-25% -$383K 0.14% 120
2020
Q4 		$1.45M Sell
72,945
-105,822
-59% -$1.98M 0.18% 111
2020
Q3 		$3.11M Sell
178,767
-35,307
-16% -$617K 0.45% 62
2020
Q2 		$3.58M Sell
214,074
-4,335
-2% -$70.8K 0.55% 51
2020
Q1 		$3.22M Sell
218,409
-435
-0.2% -$7.97K 0.6% 45
2019
Q4 		$4.39M Buy
218,844
+1,104
+0.5% +$21.4K 0.64% 45
2019
Q3 		$4.12M Buy
217,740
+2,472
+1% +$46.3K 0.64% 46
2019
Q2 		$4.03M Buy
215,268
+4,491
+2% +$83K 0.63% 46
2019
Q1 		$3.85M Buy
210,777
+126
+0.1% +$2.24K 0.63% 45
2018
Q4 		$3.46M Buy
210,651
+6,111
+3% +$108K 0.63% 44
2018
Q3 		$3.82M Sell
204,540
-405
-0.2% -$7.51K 0.7% 38
2018
Q2 		$3.63M Buy
204,945
+3,534
+2% +$63.1K 0.7% 39
2018
Q1 		$3.55M Buy
201,411
+6,813
+4% +$125K 0.77% 31
2017
Q4 		$3.55M Buy
194,598
+6,291
+3% +$112K 0.72% 35
2017
Q3 		$3.25M Buy
188,307
+14,025
+8% +$237K 0.65% 36
2017
Q2 		$2.92M Buy
174,282
+6,384
+4% +$106K 0.61% 40
2017
Q1 		$2.78M Sell
167,898
-699
-0.4% -$11.5K 0.6% 39
2016
Q4 		$2.7M Buy
168,597
+2,127
+1% +$33K 0.6% 37
2016
Q3 		$2.53M Sell
166,470
-2,916
-2% -$44.5K 0.59% 39
2016
Q2 		$2.53M Buy
169,386
+5,139
+3% +$75.2K 0.6% 39
2016
Q1 		$2.37M Buy
164,247
+390
+0.2% +$5.34K 0.57% 42
2015
Q4 		$2.32M Sell
163,857
-3,252
-2% -$46.2K 0.57% 44
2015
Q3 		$2.22M Sell
167,109
-18,189
-10% -$255K 0.58% 40
2015
Q2 		$2.66M Buy
185,298
+5,757
+3% +$84.7K 0.64% 36
2015
Q1 		$2.59M Buy
179,541
+6,519
+4% +$94.9K 0.61% 38
2014
Q4 		$2.54M Buy
173,022
+4,068
+2% +$58.7K 0.69% 31
2014
Q3 		$2.4M Sell
168,954
-1,614
-0.9% -$23.1K 0.67% 32
2014
Q2 		$2.44M Buy
170,568
+28,407
+20% +$396K 0.69% 31
2014
Q1 		$1.95M Buy
142,161
+3,264
+2% +$43.8K 0.59% 43
2013
Q4 		$1.89M Buy
138,897
+3,945
+3% +$51.5K 0.6% 42
2013
Q3 		$1.68M Buy
134,952
+17,916
+15% +$224K 0.58% 50
2013
Q2 		$1.41M Buy
+117,036
New +$1.42M 0.53% 56

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $4.02B AUM 20% 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

Condor Capital Management's SCHV Position: Q1 2026 in Review

Condor Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2026, selling an estimated $171K and leaving 38,637 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #115.

Condor Capital Management first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.39M in Q4 2019. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Condor Capital Management held 38,637 shares of Schwab US Large-Cap Value ETF worth $1.18M as of Q1 2026.
  • Condor Capital Management sold 5,478 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $171K.
  • Schwab US Large-Cap Value ETF made up 0.1% of Condor Capital Management's portfolio in Q1 2026, its #115 holding.
  • Condor Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Condor Capital Management's Schwab US Large-Cap Value ETF position peaked at $4.39M in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.