DP
SCHV

DDD Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

DDD Partners’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
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% +$63.5K 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% +$6.63K 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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

DDD Partners's SCHV Position: Q1 2026 in Review

DDD Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.88% in Q1 2026, buying an estimated $38.8K and bringing the position to 143,095 shares worth $4.36M. The position accounts for 0.3% of the portfolio, ranked #53.

DDD Partners first reported a position in SCHV in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.65M in Q1 2024. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • DDD Partners held 143,095 shares of Schwab US Large-Cap Value ETF worth $4.36M as of Q1 2026.
  • DDD Partners bought 1,244 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $38.8K.
  • Schwab US Large-Cap Value ETF made up 0.3% of DDD Partners's portfolio in Q1 2026, its #53 holding.
  • DDD Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and has held it in 31 quarters since.
  • DDD Partners's Schwab US Large-Cap Value ETF position peaked at $4.65M in Q1 2024.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.