Envestnet Portfolio Solutions
SCHV

Envestnet Portfolio Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Envestnet Portfolio Solutions’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 		$27M Sell
774,931
-390,672
-34% -$12.9M 0.13% 106
2026
Q1 		$35.6M Sell
1,165,603
-20,821
-2% -$649K 0.2% 78
2025
Q4 		$35.1M Buy
1,186,424
+40,496
+4% +$1.18M 0.12% 87
2025
Q3 		$33.4M Buy
1,145,928
+20,070
+2% +$570K 0.12% 91
2025
Q2 		$31.2M Buy
1,125,858
+86,594
+8% +$2.28M 0.11% 94
2025
Q1 		$27.6M Buy
1,039,264
+39,755
+4% +$1.07M 0.11% 102
2024
Q4 		$26.1M Buy
999,509
+143,375
+17% +$3.87M 0.09% 112
2024
Q3 		$22.9M Buy
856,134
+98,583
+13% +$2.53M 0.07% 129
2024
Q2 		$18.7M Buy
757,551
+56,799
+8% +$1.4M 0.07% 142
2024
Q1 		$17.7M Buy
700,752
+383,556
+121% +$9.2M 0.07% 147
2023
Q4 		$7.41M Sell
317,196
-19,461
-6% -$426K 0.03% 250
2023
Q3 		$7.23M Buy
+336,657
New +$7.56M 0.03% 233

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Envestnet Portfolio Solutions's SCHV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 34% in Q2 2026, selling an estimated $12.9M and leaving 774,931 shares worth $27M. The position accounts for 0.13% of the portfolio, ranked #106.

Envestnet Portfolio Solutions first reported a position in SCHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $35.6M in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Envestnet Portfolio Solutions held 774,931 shares of Schwab US Large-Cap Value ETF worth $27M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 390,672 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $12.9M.
  • Schwab US Large-Cap Value ETF made up 0.13% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #106 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab US Large-Cap Value ETF position peaked at $35.6M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.