CFB
SCHV

Cullen/Frost Bankers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cullen/Frost Bankers’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 		$90.1K Buy
+2,589
New +$85.3K ﹤0.01% 742
2026
Q1 		– Sell
-3,526
Closed -$104K – 1530
2025
Q4 		$104K Buy
3,526
+20
+0.6% +$585 ﹤0.01% 674
2025
Q3 		$102K Sell
3,506
-182
-5% -$5.17K ﹤0.01% 642
2025
Q2 		$102K Buy
3,688
+19
+0.5% +$499 ﹤0.01% 635
2025
Q1 		$97.5K Buy
3,669
+19
+0.5% +$510 ﹤0.01% 613
2024
Q4 		$95.1K Buy
3,650
+23
+0.6% +$621 ﹤0.01% 606
2024
Q3 		$97.2K Sell
3,627
-1,152
-24% -$29.6K ﹤0.01% 614
2024
Q2 		$118K Hold
4,779
– – ﹤0.01% 568
2024
Q1 		$121K Buy
4,779
+24
+0.5% +$575 ﹤0.01% 555
2023
Q4 		$111K Buy
4,755
+33
+0.7% +$722 ﹤0.01% 557
2023
Q3 		$101K Buy
4,722
+30
+0.6% +$674 ﹤0.01% 611
2023
Q2 		$105K Buy
4,692
+30
+0.6% +$655 ﹤0.01% 610
2023
Q1 		$102K Sell
4,662
-564
-11% -$12.5K ﹤0.01% 611
2022
Q4 		$115K Buy
5,226
+2,331
+81% +$50.5K ﹤0.01% 572
2022
Q3 		$56K Buy
2,895
+15
+0.5% +$323 ﹤0.01% 690
2022
Q2 		$60K Sell
2,880
-585
-17% -$13.1K ﹤0.01% 677
2022
Q1 		$82K Buy
3,465
+9
+0.3% +$213 ﹤0.01% 653
2021
Q4 		$84K Buy
3,456
+15
+0.4% +$355 ﹤0.01% 653
2021
Q3 		$77K Buy
3,441
+9
+0.3% +$208 ﹤0.01% 668
2021
Q2 		$78K Buy
3,432
+12
+0.4% +$272 ﹤0.01% 680
2021
Q1 		$74K Buy
3,420
+1,206
+54% +$25.1K ﹤0.01% 663
2020
Q4 		$44K Buy
2,214
+12
+0.5% +$224 ﹤0.01% 742
2020
Q3 		$38K Buy
2,202
+27
+1% +$472 ﹤0.01% 729
2020
Q2 		$36K Buy
2,175
+18
+0.8% +$294 ﹤0.01% 719
2020
Q1 		$32K Buy
2,157
+21
+1% +$385 ﹤0.01% 566
2019
Q4 		$43K Buy
2,136
+21
+1% +$407 ﹤0.01% 621
2019
Q3 		$40K Buy
+2,115
New +$39.6K ﹤0.01% 602
2019
Q2 		– Sell
-2,085
Closed -$38K – 1107
2019
Q1 		$38K Buy
+2,085
New +$37K ﹤0.01% 599

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

Cullen/Frost Bankers's SCHV Position: Q2 2026 in Review

Cullen/Frost Bankers opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 2,589 shares worth $90.1K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Cullen/Frost Bankers previously reported a position in SCHV as recently as Q4 2025.

Cullen/Frost Bankers first reported a position in SCHV in Q1 2019 and has held it in 28 quarters since. The position peaked at $121K in Q1 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cullen/Frost Bankers held 2,589 shares of Schwab US Large-Cap Value ETF worth $90.1K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Cullen/Frost Bankers position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #742 holding.
  • Cullen/Frost Bankers first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 28 quarters since.
  • Cullen/Frost Bankers's Schwab US Large-Cap Value ETF position peaked at $121K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.