ES
SCHV

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

ETF Store’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 		$2.68M Buy
77,113
+14,106
+22% +$465K 2.25% 11
2026
Q1 		$1.92M Buy
63,007
+10,700
+20% +$333K 1.87% 16
2025
Q4 		$1.55M Buy
52,307
+828
+2% +$24.2K 1.58% 19
2025
Q3 		$1.5M Buy
51,479
+6,867
+15% +$195K 1.59% 18
2025
Q2 		$1.23M Buy
44,612
+655
+1% +$17.2K 1.43% 20
2025
Q1 		$1.17M Buy
43,957
+7,868
+22% +$211K 1.43% 19
2024
Q4 		$941K Sell
36,089
-4,642
-11% -$125K 1.17% 22
2024
Q3 		$1.09M Buy
40,731
+1,437
+4% +$36.9K 1.12% 20
2024
Q2 		$970K Buy
39,294
+3,807
+11% +$94.1K 1% 22
2024
Q1 		$899K Buy
35,487
+5,256
+17% +$126K 0.51% 39
2023
Q4 		$706K Buy
30,231
+3,960
+15% +$86.6K 0.46% 40
2023
Q3 		$560K Buy
26,271
+2,712
+12% +$60.9K 0.4% 43
2023
Q2 		$533K Buy
23,559
+1,182
+5% +$25.8K 0.37% 42
2023
Q1 		$490K Buy
22,377
+3,339
+18% +$74.2K 0.37% 46
2022
Q4 		$434K Buy
19,038
+2,244
+13% +$48.6K 0.33% 52
2022
Q3 		$328K Buy
16,794
+1,926
+13% +$41.5K 0.29% 52
2022
Q2 		$312K Buy
14,868
+2,205
+17% +$49.5K 0.25% 58
2022
Q1 		$289K Buy
12,663
+1,284
+11% +$30.4K 0.23% 63
2021
Q4 		$270K Buy
+11,379
New +$270K 0.2% 64

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
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
KF
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

ETF Store's SCHV Position: Q2 2026 in Review

ETF Store increased its Schwab US Large-Cap Value ETF (SCHV) stake by 22% in Q2 2026, buying an estimated $465K and bringing the position to 77,113 shares worth $2.68M. The position accounts for 2.25% of the portfolio, ranked #11.

ETF Store first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • ETF Store held 77,113 shares of Schwab US Large-Cap Value ETF worth $2.68M as of Q2 2026.
  • ETF Store bought 14,106 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $465K.
  • Schwab US Large-Cap Value ETF made up 2.25% of ETF Store's portfolio in Q2 2026, its #11 holding.
  • ETF Store first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.