Empirical Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Empirical Wealth 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 Q2	$13M	Buy	373,856 +240	+0.1%	+$7.91K	0.19%	94
2026 Q1	$11.4M	Sell	373,616 -10,131	-3%	-$316K	0.2%	90
2025 Q4	$11.4M	Sell	383,747 -3,237	-0.8%	-$94.6K	0.2%	85
2025 Q3	$11.3M	Sell	386,984 -3,524	-0.9%	-$100K	0.23%	84
2025 Q2	$10.8M	Sell	390,508 -4,590	-1%	-$121K	0.24%	83
2025 Q1	$10.5M	Sell	395,098 -6,510	-2%	-$175K	0.27%	74
2024 Q4	$10.5M	Sell	401,608 -13,559	-3%	-$366K	0.28%	73
2024 Q3	$11.1M	Sell	415,167 -2,553	-0.6%	-$65.6K	0.31%	67
2024 Q2	$10.3M	Sell	417,720 -10,023	-2%	-$248K	0.31%	67
2024 Q1	$10.8M	Sell	427,743 -1,926	-0.4%	-$46.2K	0.33%	61
2023 Q4	$10M	Sell	429,669 -40,584	-9%	-$887K	0.33%	60
2023 Q3	$10.1M	Sell	470,253 -3,531	-0.7%	-$79.3K	0.4%	55
2023 Q2	$10.6M	Sell	473,784 -1,557	-0.3%	-$34K	0.43%	49
2023 Q1	$10.4M	Buy	475,341 +14,001	+3%	+$311K	0.45%	43
2022 Q4	$10.2M	Sell	461,340 -11,376	-2%	-$246K	0.48%	43
2022 Q3	$9.22M	Buy	472,716 +49,884	+12%	+$1.07M	0.48%	41
2022 Q2	$8.8M	Buy	422,832 +125,337	+42%	+$2.81M	0.46%	44
2022 Q1	$7.08M	Buy	297,495 +8,727	+3%	+$207K	0.35%	51
2021 Q4	$7.05M	Buy	288,768 +8,568	+3%	+$203K	0.35%	54
2021 Q3	$6.3M	Sell	280,200 -807	-0.3%	-$18.7K	0.36%	52
2021 Q2	$6.4M	Sell	281,007 -11,835	-4%	-$268K	0.39%	47
2021 Q1	$6.37M	Sell	292,842 -7,830	-3%	-$163K	0.51%	36
2020 Q4	$5.97M	Buy	300,672 +21,195	+8%	+$396K	0.45%	41
2020 Q3	$4.86M	Buy	279,477 +20,445	+8%	+$358K	0.42%	43
2020 Q2	$4.33M	Buy	259,032 +12,777	+5%	+$209K	0.4%	43
2020 Q1	$3.63M	Buy	246,255 +215,736	+707%	+$3.96M	0.4%	41
2019 Q4	$612K	Hold	30,519	–	–	0.07%	168
2019 Q3	$577K	Buy	30,519 +13,920	+84%	+$261K	0.07%	163
2019 Q2	$311K	Buy	16,599 +612	+4%	+$11.3K	0.04%	204
2019 Q1	$292K	Sell	15,987 -795	-5%	-$14.1K	0.04%	183
2018 Q4	$276K	Buy	16,782 +3,651	+28%	+$64.6K	0.05%	169
2018 Q3	$245K	Hold	13,131	–	–	0.04%	186
2018 Q2	$233K	Sell	13,131 -1,854	-12%	-$33.1K	0.04%	168
2018 Q1	$264K	Buy	14,985 +1,854	+14%	+$34K	0.05%	143
2017 Q4	$239K	Hold	13,131	–	–	0.05%	135
2017 Q3	$227K	Hold	13,131	–	–	0.05%	127
2017 Q2	$220K	Hold	13,131	–	–	0.05%	123
2017 Q1	$217K	Buy	+13,131	New	+$216K	0.05%	122

Other funds holding SCHV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Empirical Wealth Management's SCHV Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2026, buying an estimated $7.91K and bringing the position to 373,856 shares worth $13M. The position accounts for 0.19% of the portfolio, ranked #94.

Empirical Wealth Management first reported a position in SCHV in Q1 2017 and has held it in 38 quarters since. 445 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Empirical Wealth Management held 373,856 shares of Schwab US Large-Cap Value ETF worth $13M as of Q2 2026.
Empirical Wealth Management bought 240 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.91K.
Schwab US Large-Cap Value ETF made up 0.19% of Empirical Wealth Management's portfolio in Q2 2026, its #94 holding.
Empirical Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 38 quarters since.
445 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.