CBT
SCHV

Crews Bank & Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Crews Bank & Trust’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 		$111K Hold
3,186
– – 0.01% 285
2026
Q1 		$97.2K Hold
3,186
– – 0.01% 287
2025
Q4 		$94.3K Hold
3,186
– – 0.01% 293
2025
Q3 		$92.7K Hold
3,186
– – 0.01% 294
2025
Q2 		$88.2K Hold
3,186
– – 0.01% 294
2025
Q1 		$84.7K Hold
3,186
– – 0.01% 289
2024
Q4 		$83.1K Buy
+3,186
New +$86K 0.01% 293

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

Crews Bank & Trust's SCHV Position: Q2 2026 in Review

Crews Bank & Trust held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 3,186 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #285.

Crews Bank & Trust first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Crews Bank & Trust held 3,186 shares of Schwab US Large-Cap Value ETF worth $111K as of Q2 2026.
  • Crews Bank & Trust 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 Crews Bank & Trust's portfolio in Q2 2026, its #285 holding.
  • Crews Bank & Trust first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.