EH
SCHV

Equitable Holdings’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Equitable Holdings’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 		$1.48M Buy
50,098
+5,278
+12% +$164K 0.01% 844
2025
Q4 		$1.33M Sell
44,820
-106
-0.2% -$3.1K 0.01% 772
2025
Q3 		$1.31M Sell
44,926
-3,876
-8% -$110K 0.01% 754
2025
Q2 		$1.35M Sell
48,802
-3,154
-6% -$82.9K 0.01% 709
2025
Q1 		$1.38M Buy
51,956
+11,299
+28% +$303K 0.01% 618
2024
Q4 		$1.06M Buy
40,657
+10,213
+34% +$276K 0.01% 662
2024
Q3 		$816K Sell
30,444
-360
-1% -$9.25K 0.01% 732
2024
Q2 		$761K Buy
30,804
+2,781
+10% +$68.7K 0.01% 713
2024
Q1 		$710K Sell
28,023
-3,321
-11% -$79.6K 0.01% 704
2023
Q4 		$732K Buy
31,344
+2,529
+9% +$55.3K 0.01% 661
2023
Q3 		$619K Buy
28,815
+5,115
+22% +$115K 0.01% 660
2023
Q2 		$530K Buy
23,700
+9,648
+69% +$211K 0.01% 686
2023
Q1 		$307K Sell
14,052
-2,862
-17% -$63.6K ﹤0.01% 787
2022
Q4 		$372K Buy
16,914
+3,285
+24% +$71.1K 0.01% 684
2022
Q3 		$266K Sell
13,629
-2,352
-15% -$50.6K 0.01% 722
2022
Q2 		$333K Sell
15,981
-4,149
-21% -$93.1K 0.01% 655
2022
Q1 		$479K Buy
20,130
+1,692
+9% +$40.1K 0.01% 587
2021
Q4 		$450K Sell
18,438
-600
-3% -$14.2K 0.01% 589
2021
Q3 		$428K Buy
19,038
+5,253
+38% +$122K 0.01% 574
2021
Q2 		$314K Buy
13,785
+21
+0.2% +$476 0.01% 662
2021
Q1 		$300K Sell
13,764
-933
-6% -$19.4K 0.01% 618
2020
Q4 		$292K Buy
+14,697
New +$275K 0.01% 569
2020
Q3 		– Sell
-13,113
Closed -$219K – 655
2020
Q2 		$219K Sell
13,113
-1,206
-8% -$19.7K 0.01% 574
2020
Q1 		$211K Buy
14,319
+54
+0.4% +$990 0.01% 530
2019
Q4 		$286K Buy
+14,265
New +$276K 0.01% 504

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

Equitable Holdings's SCHV Position: Q1 2026 in Review

Equitable Holdings increased its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2026, buying an estimated $164K and bringing the position to 50,098 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #844.

Equitable Holdings first reported a position in SCHV in Q4 2019 and has held it in 25 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Equitable Holdings held 50,098 shares of Schwab US Large-Cap Value ETF worth $1.48M as of Q1 2026.
  • Equitable Holdings bought 5,278 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $164K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #844 holding.
  • Equitable Holdings first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.