CMP
SCHV

Coston McIsaac & Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Coston McIsaac & Partners’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 		$2K Buy
+60
New +$1.98K ﹤0.01% 776
2026
Q1 		– Sell
-60
Closed -$1K – 899
2025
Q4 		$1K Hold
60
– – ﹤0.01% 795
2025
Q3 		$1K Hold
60
– – ﹤0.01% 762
2025
Q2 		$1K Hold
60
– – ﹤0.01% 731
2025
Q1 		$1K Hold
60
– – ﹤0.01% 724
2024
Q4 		$1K Hold
60
– – ﹤0.01% 723
2024
Q3 		$1 Hold
60
– – ﹤0.01% 727
2024
Q2 		$1K Hold
60
– – ﹤0.01% 707
2024
Q1 		$1K Hold
60
– – ﹤0.01% 696
2023
Q4 		$1K Hold
60
– – ﹤0.01% 692
2023
Q3 		$1K Buy
+60
New +$1.35K ﹤0.01% 697
2023
Q2 		– Sell
-60
Closed -$1K – 836
2023
Q1 		$1K Hold
60
– – ﹤0.01% 768
2022
Q4 		$1 Hold
60
– – ﹤0.01% 736
2022
Q3 		$1K Hold
60
– – ﹤0.01% 655
2022
Q2 		$1K Buy
+60
New +$1.35K ﹤0.01% 464

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

Coston McIsaac & Partners's SCHV Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Coston McIsaac & Partners previously reported a position in SCHV as recently as Q4 2025.

Coston McIsaac & Partners first reported a position in SCHV in Q2 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Coston McIsaac & Partners held 60 shares of Schwab US Large-Cap Value ETF worth $2K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Coston McIsaac & Partners position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #776 holding.
  • Coston McIsaac & Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.