EWA
SCHV

EP Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EP Wealth Advisors’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 		$6.24M Buy
204,566
+18,347
+10% +$572K 0.03% 272
2025
Q4 		$5.51M Buy
+186,219
New +$5.44M 0.03% 266
2025
Q2 		$6.88M Buy
248,503
+106,603
+75% +$2.8M 0.05% 227
2025
Q1 		$3.77M Sell
141,900
-7,024
-5% -$189K 0.03% 256
2024
Q4 		$3.88M Sell
148,924
-7,241
-5% -$195K 0.03% 254
2024
Q3 		$4.18M Buy
156,165
+29,319
+23% +$753K 0.04% 239
2024
Q2 		$3.13M Buy
126,846
+5,634
+5% +$139K 0.03% 229
2024
Q1 		$3.07M Buy
121,212
+486
+0.4% +$11.7K 0.04% 221
2023
Q4 		$2.82M Sell
120,726
-669
-0.6% -$14.6K 0.04% 217
2023
Q3 		$2.61M Buy
121,395
+10,395
+9% +$233K 0.04% 215
2023
Q2 		$2.95M Buy
111,000
+92,037
+485% +$2.01M 0.04% 206
2023
Q1 		$319K Sell
18,963
-140,193
-88% -$3.12M 0.01% 476
2022
Q4 		$3.5M Sell
159,156
-17,325
-10% -$375K 0.06% 159
2022
Q3 		$3.44M Buy
176,481
+33,012
+23% +$711K 0.08% 141
2022
Q2 		$2.98M Sell
143,469
-36,261
-20% -$814K 0.07% 155
2022
Q1 		$4.28M Buy
179,730
+27,024
+18% +$640K 0.09% 125
2021
Q4 		$3.73M Buy
152,706
+4,944
+3% +$117K 0.09% 131
2021
Q3 		$3.32M Buy
147,762
+741
+0.5% +$17.1K 0.09% 124
2021
Q2 		$3.35M Sell
147,021
-1,041
-0.7% -$23.6K 0.09% 130
2021
Q1 		$3.22M Sell
148,062
-18,006
-11% -$375K 0.1% 130
2020
Q4 		$3.29M Sell
166,068
-102,783
-38% -$1.92M 0.12% 98
2020
Q3 		$4.68M Sell
268,851
-138,582
-34% -$2.42M 0.2% 68
2020
Q2 		$6.8M Sell
407,433
-2,691
-0.7% -$43.9K 0.29% 60
2020
Q1 		$6.05M Buy
410,124
+74,238
+22% +$1.36M 0.3% 61
2019
Q4 		$6.73M Buy
335,886
+226,245
+206% +$4.38M 0.28% 72
2019
Q3 		$2.07M Buy
109,641
+7,164
+7% +$134K 0.1% 102
2019
Q2 		$1.92M Buy
102,477
+19,047
+23% +$352K 0.12% 88
2019
Q1 		$1.52M Buy
83,430
+9,876
+13% +$175K 0.15% 88
2018
Q4 		$1.21M Buy
73,554
+32,460
+79% +$574K 0.09% 111
2018
Q3 		$768K Buy
41,094
+29,754
+262% +$552K 0.06% 140
2018
Q2 		$201K Sell
11,340
-3,705
-25% -$66.1K 0.02% 185
2018
Q1 		$265K Hold
15,045
– – 0.03% 172
2017
Q4 		$274K Buy
15,045
+150
+1% +$2.67K 0.03% 156
2017
Q3 		$257K Hold
14,895
– – 0.03% 148
2017
Q2 		$249K Hold
14,895
– – 0.03% 155
2017
Q1 		$247K Sell
14,895
-2,433
-14% -$40K 0.03% 138
2016
Q4 		$278K Buy
17,328
+2,433
+16% +$37.7K 0.04% 115
2016
Q3 		$226K Hold
14,895
– – 0.04% 124
2016
Q2 		$222K Sell
14,895
-750
-5% -$11K 0.04% 118
2016
Q1 		$225K Sell
15,645
-248,607
-94% -$3.4M 0.03% 122
2015
Q4 		$3.74M Buy
264,252
+45,810
+21% +$650K 0.63% 44
2015
Q3 		$2.9M Buy
+218,442
New +$3.06M 0.55% 39
2014
Q1 		– Sell
-78,825
Closed -$1.07M – 131
2013
Q4 		$1.07M Buy
+78,825
New +$1.03M 0.28% 47

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

EP Wealth Advisors's SCHV Position: Q1 2026 in Review

EP Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.9% in Q1 2026, buying an estimated $572K and bringing the position to 204,566 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #272.

EP Wealth Advisors first reported a position in SCHV in Q4 2013 and has held it in 43 quarters since. The position peaked at $6.88M in Q2 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • EP Wealth Advisors held 204,566 shares of Schwab US Large-Cap Value ETF worth $6.24M as of Q1 2026.
  • EP Wealth Advisors bought 18,347 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $572K.
  • Schwab US Large-Cap Value ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #272 holding.
  • EP Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 43 quarters since.
  • EP Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $6.88M in Q2 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.