Diversified Enterprises’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Diversified Enterprises’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	$3.88M	Sell	111,328 -2,717	-2%	-$89.5K	0.19%	55
2026 Q1	$3.48M	Sell	114,045 -6,677	-6%	-$208K	0.19%	57
2025 Q4	$3.57M	Buy	120,722 +26,420	+28%	+$772K	0.21%	50
2025 Q3	$2.75M	Sell	94,302 -5,351	-5%	-$152K	0.18%	54
2025 Q2	$2.76M	Sell	99,653 -11,965	-11%	-$314K	0.21%	49
2025 Q1	$2.97M	Buy	111,618 +72,900	+188%	+$1.96M	0.25%	42
2024 Q4	$1.01M	Sell	38,718 -2,073	-5%	-$56K	0.1%	81
2024 Q3	$1.09M	Buy	+40,791	New	+$1.05M	0.12%	70

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Diversified Enterprises's SCHV Position: Q2 2026 in Review

Diversified Enterprises reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.4% in Q2 2026, selling an estimated $89.5K and leaving 111,328 shares worth $3.88M. The position accounts for 0.19% of the portfolio, ranked #55.

Diversified Enterprises first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Diversified Enterprises held 111,328 shares of Schwab US Large-Cap Value ETF worth $3.88M as of Q2 2026.
Diversified Enterprises sold 2,717 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $89.5K.
Schwab US Large-Cap Value ETF made up 0.19% of Diversified Enterprises's portfolio in Q2 2026, its #55 holding.
Diversified Enterprises first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.