EPM
SCHV

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

Elm Partners Management’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 		$535K Buy
17,882
+1
+0% +$31 0.02% 91
2025
Q4 		$529K Buy
17,881
+5,666
+46% +$166K 0.02% 95
2025
Q3 		$356K Buy
12,215
+116
+1% +$3.3K 0.02% 109
2025
Q2 		$335K Hold
12,099
– – 0.02% 81
2025
Q1 		$322K Sell
12,099
-240
-2% -$6.44K 0.02% 56
2024
Q4 		$322K Buy
+12,339
New +$333K 0.02% 57
2024
Q3 		– Sell
-12,285
Closed -$303K – 64
2024
Q2 		$303K Hold
12,285
– – 0.02% 55
2024
Q1 		$311K Buy
+12,285
New +$295K 0.02% 54

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

Elm Partners Management's SCHV Position: Q1 2026 in Review

Elm Partners Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 17,882 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #91.

Elm Partners Management first reported a position in SCHV in Q1 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Elm Partners Management held 17,882 shares of Schwab US Large-Cap Value ETF worth $535K as of Q1 2026.
  • Elm Partners Management bought 1 Schwab US Large-Cap Value ETF share in Q1 2026, an estimated $31.
  • Schwab US Large-Cap Value ETF made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #91 holding.
  • Elm Partners Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.