EP
SCHV

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

Evelyn Partners’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 		$402K Buy
+11,233
New +$370K ﹤0.01% 227

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MG
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Osaic Holdings
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Evelyn Partners's SCHV Position: Q2 2026 in Review

Evelyn Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 11,233 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings.

955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Evelyn Partners held 11,233 shares of Schwab US Large-Cap Value ETF worth $402K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Evelyn Partners position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #227 holding.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.