CIC
SCHV

Cutler Investment Counsel’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cutler Investment Counsel’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 		$515K Buy
14,805
+2,450
+20% +$80.7K 0.05% 110
2026
Q1 		$377K Sell
12,355
-2,123
-15% -$66.1K 0.04% 123
2025
Q4 		$429K Buy
14,478
+3,601
+33% +$105K 0.04% 111
2025
Q3 		$317K Buy
10,877
+1,144
+12% +$32.5K 0.03% 123
2025
Q2 		$269K Buy
9,733
+1,231
+14% +$32.4K 0.03% 126
2025
Q1 		$226K Buy
+8,502
New +$228K 0.03% 127

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cutler Investment Counsel's SCHV Position: Q2 2026 in Review

Cutler Investment Counsel increased its Schwab US Large-Cap Value ETF (SCHV) stake by 20% in Q2 2026, buying an estimated $80.7K and bringing the position to 14,805 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #110.

Cutler Investment Counsel first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cutler Investment Counsel held 14,805 shares of Schwab US Large-Cap Value ETF worth $515K as of Q2 2026.
  • Cutler Investment Counsel bought 2,450 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $80.7K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Cutler Investment Counsel's portfolio in Q2 2026, its #110 holding.
  • Cutler Investment Counsel first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.