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DB Fitzpatrick & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

DB Fitzpatrick & Co’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
Q3 		$966 Buy
+29
New +$997 ﹤0.01% 97

Other funds holding SCHV

Mather Group
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

DB Fitzpatrick & Co's SCHV Position: Q3 2026 in Review

DB Fitzpatrick & Co opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 29 shares worth $966. The stake represents ﹤0.01% of the portfolio and ranks #97 among its holdings.

241 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • DB Fitzpatrick & Co held 29 shares of Schwab US Large-Cap Value ETF worth $966 as of Q3 2026.
  • Schwab US Large-Cap Value ETF was a new DB Fitzpatrick & Co position in Q3 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #97 holding.
  • 241 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.