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SCHV

Cooper/Haims Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cooper/Haims Advisors’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 		$399K Sell
13,073
-1,594
-11% -$49.7K 0.19% 56
2025
Q4 		$434K Buy
14,667
+1,821
+14% +$53.2K 0.2% 51
2025
Q3 		$374K Buy
12,846
+57
+0.4% +$1.62K 0.17% 54
2025
Q2 		$354K Buy
12,789
+100
+0.8% +$2.63K 0.17% 53
2025
Q1 		$337K Buy
12,689
+59
+0.5% +$1.58K 0.18% 52
2024
Q4 		$329K Buy
+12,630
New +$341K 0.19% 54

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 $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 $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

Cooper/Haims Advisors's SCHV Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 13,073 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #56.

Cooper/Haims Advisors first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Cooper/Haims Advisors held 13,073 shares of Schwab US Large-Cap Value ETF worth $399K as of Q1 2026.
  • Cooper/Haims Advisors sold 1,594 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $49.7K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Cooper/Haims Advisors's portfolio in Q1 2026, its #56 holding.
  • Cooper/Haims Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Cooper/Haims Advisors's Schwab US Large-Cap Value ETF position peaked at $434K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.