DDD Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.54M | Sell |
46,304
-2,571
| -5% | -$88.4K | 0.09% | 94 |
|
|
2026
Q2 | $1.7M | Sell |
48,875
-94,220
| -66% | -$3.1M | 0.11% | 70 |
|
|
2026
Q1 | $4.36M | Buy |
143,095
+1,244
| +0.9% | +$38.8K | 0.3% | 53 |
|
|
2025
Q4 | $4.2M | Buy |
141,851
+4,832
| +4% | +$141K | 0.27% | 51 |
|
|
2025
Q3 | $3.99M | Buy |
137,019
+5,184
| +4% | +$147K | 0.25% | 49 |
|
|
2025
Q2 | $3.65M | Buy |
131,835
+2,418
| +2% | +$63.6K | 0.39% | 46 |
|
|
2025
Q1 | $3.44M | Buy |
129,417
+3,142
| +2% | +$84.3K | 0.42% | 42 |
|
|
2024
Q4 | $3.29M | Buy |
126,275
+1,400
| +1% | +$37.8K | 0.4% | 41 |
|
|
2024
Q3 | $3.35M | Buy |
124,875
+5,142
| +4% | +$132K | 0.36% | 42 |
|
|
2024
Q2 | $2.96M | Sell |
119,733
-64,002
| -35% | -$1.58M | 0.34% | 44 |
|
|
2024
Q1 | $4.65M | Buy |
183,735
+14,022
| +8% | +$336K | 0.57% | 38 |
|
|
2023
Q4 | $3.97M | Buy |
169,713
+10,047
| +6% | +$220K | 0.53% | 41 |
|
|
2023
Q3 | $3.39M | Buy |
159,666
+4,464
| +3% | +$100K | 0.49% | 41 |
|
|
2023
Q2 | $3.47M | Buy |
155,202
+1,464
| +1% | +$32K | 0.48% | 43 |
|
|
2023
Q1 | $3.36M | Buy |
153,738
+7,158
| +5% | +$159K | 0.52% | 39 |
|
|
2022
Q4 | $3.23M | Buy |
146,580
+306
| +0.2% | +$6.62K | 0.52% | 37 |
|
|
2022
Q3 | $2.85M | Buy |
146,274
+1,398
| +1% | +$30.1K | 0.52% | 38 |
|
|
2022
Q2 | $3.01M | Buy |
144,876
+7,275
| +5% | +$163K | 0.52% | 35 |
|
|
2022
Q1 | $3.27M | Buy |
137,601
+7,812
| +6% | +$185K | 0.45% | 37 |
|
|
2021
Q4 | $3.17M | Buy |
129,789
+3,861
| +3% | +$91.5K | 0.43% | 44 |
|
|
2021
Q3 | $2.83M | Sell |
125,928
-7,974
| -6% | -$184K | 0.42% | 45 |
|
|
2021
Q2 | $3.05M | Buy |
133,902
+13,575
| +11% | +$308K | 0.46% | 42 |
|
|
2021
Q1 | $2.62M | Buy |
120,327
+5,898
| +5% | +$123K | 0.45% | 44 |
|
|
2020
Q4 | $2.27M | Buy |
114,429
+4,593
| +4% | +$85.9K | 0.45% | 38 |
|
|
2020
Q3 | $1.91M | Buy |
109,836
+3,342
| +3% | +$58.4K | 0.5% | 30 |
|
|
2020
Q2 | $1.78M | Sell |
106,494
-22,230
| -17% | -$363K | 0.51% | 26 |
|
|
2020
Q1 | $1.9M | Buy |
128,724
+14,394
| +13% | +$264K | 0.66% | 30 |
|
|
2019
Q4 | $2.29M | Buy |
114,330
+9,066
| +9% | +$176K | 0.63% | 32 |
|
|
2019
Q3 | $1.99M | Buy |
105,264
+1,935
| +2% | +$36.2K | 0.61% | 32 |
|
|
2019
Q2 | $1.93M | Buy |
103,329
+1,059
| +1% | +$19.6K | 0.62% | 34 |
|
|
2019
Q1 | $1.87M | Buy |
102,270
+2,358
| +2% | +$41.9K | 0.64% | 32 |
|
|
2018
Q4 | $1.64M | Buy |
99,912
+3,636
| +4% | +$64.3K | 0.61% | 36 |
|
|
2018
Q3 | $1.8M | Buy |
+96,276
| New | +$1.78M | 0.64% | 35 |
|
Other funds holding SCHV
DDD Partners's SCHV Position: Q3 2026 in Review
DDD Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.3% in Q3 2026, selling an estimated $88.4K and leaving 46,304 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #94.
DDD Partners first reported a position in SCHV in Q3 2018 and has held it in 33 quarters since. The position peaked at $4.65M in Q1 2024. 604 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.
- DDD Partners held 46,304 shares of Schwab US Large-Cap Value ETF worth $1.54M as of Q3 2026.
- DDD Partners sold 2,571 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $88.4K.
- Schwab US Large-Cap Value ETF made up 0.09% of DDD Partners's portfolio in Q3 2026, its #94 holding.
- DDD Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and has held it in 33 quarters since.
- DDD Partners's Schwab US Large-Cap Value ETF position peaked at $4.65M in Q1 2024.
- 604 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.
Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.