EK
SCHV

Evensky & Katz’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evensky & Katz’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 		$90K Sell
2,579
-502
-16% -$16.5K ﹤0.01% 68
2026
Q1 		$94K Buy
3,081
+8
+0.3% +$249 0.01% 69
2025
Q4 		$91K Buy
3,073
+14
+0.5% +$409 0.01% 70
2025
Q3 		$89K Sell
3,059
-140
-4% -$3.98K 0.01% 71
2025
Q2 		$89K Buy
3,199
+14
+0.4% +$368 0.01% 71
2025
Q1 		$85K Sell
3,185
-387
-11% -$10.4K 0.01% 76
2024
Q4 		$93K Buy
3,572
+14
+0.4% +$378 0.01% 75
2024
Q3 		$95K Buy
3,558
+33
+0.9% +$848 0.01% 75
2024
Q2 		$87K Hold
3,525
– – 0.01% 76
2024
Q1 		$89K Sell
3,525
-117
-3% -$2.81K 0.01% 77
2023
Q4 		$85K Buy
3,642
+21
+0.6% +$459 0.01% 77
2023
Q3 		$78K Buy
3,621
+18
+0.5% +$404 0.01% 76
2023
Q2 		$81K Buy
3,603
+18
+0.5% +$393 0.01% 77
2023
Q1 		$78K Buy
3,585
+18
+0.5% +$400 0.01% 75
2022
Q4 		$79K Buy
3,567
+723
+25% +$15.7K 0.01% 75
2022
Q3 		$55K Buy
2,844
+18
+0.6% +$388 0.01% 73
2022
Q2 		$59K Buy
2,826
+18
+0.6% +$404 0.01% 74
2022
Q1 		$67K Buy
2,808
+12
+0.4% +$284 0.01% 70
2021
Q4 		$68K Buy
2,796
+15
+0.5% +$355 0.01% 68
2021
Q3 		$63K Buy
2,781
+15
+0.5% +$347 0.01% 65
2021
Q2 		$63K Sell
2,766
-105
-4% -$2.38K 0.01% 65
2021
Q1 		$62K Sell
2,871
-873
-23% -$18.2K 0.01% 64
2020
Q4 		$74K Buy
3,744
+24
+0.6% +$449 0.01% 60
2020
Q3 		$65K Buy
3,720
+42
+1% +$735 0.01% 65
2020
Q2 		$61K Buy
3,678
+24
+0.7% +$392 0.01% 71
2020
Q1 		$54K Sell
3,654
-1,263
-26% -$23.2K 0.01% 81
2019
Q4 		$98K Sell
4,917
-3,348
-41% -$64.9K 0.01% 79
2019
Q3 		$156K Buy
8,265
+144
+2% +$2.69K 0.02% 82
2019
Q2 		$152K Buy
8,121
+36
+0.4% +$665 0.02% 79
2019
Q1 		$147K Sell
8,085
-225
-3% -$3.99K 0.02% 83
2018
Q4 		$136K Buy
8,310
+45
+0.5% +$796 0.02% 59
2018
Q3 		$154K Buy
8,265
+90
+1% +$1.67K 0.02% 48
2018
Q2 		$144K Buy
8,175
+39
+0.5% +$696 0.03% 44
2018
Q1 		$143K Buy
8,136
+90
+1% +$1.65K 0.02% 42
2017
Q4 		$146K Buy
8,046
+87
+1% +$1.55K 0.02% 38
2017
Q3 		$137K Buy
7,959
+87
+1% +$1.47K 0.02% 38
2017
Q2 		$131K Buy
7,872
+978
+14% +$16.3K 0.02% 36
2017
Q1 		$114K Sell
6,894
-5,091
-42% -$83.7K 0.02% 36
2016
Q4 		$192K Sell
11,985
-87
-0.7% -$1.35K 0.04% 36
2016
Q3 		$183K Sell
12,072
-5,592
-32% -$85.3K 0.04% 34
2016
Q2 		$263K Sell
17,664
-5,766
-25% -$84.4K 0.06% 36
2016
Q1 		$377K Sell
23,430
-10,608
-31% -$145K 0.09% 38
2015
Q4 		$481K Sell
34,038
-3,843
-10% -$54.6K 0.12% 36
2015
Q3 		$502K Sell
37,881
-777
-2% -$10.9K 0.14% 34
2015
Q2 		$554K Sell
38,658
-1,782
-4% -$26.2K 0.15% 33
2015
Q1 		$583K Sell
40,440
-177
-0.4% -$2.58K 0.16% 32
2014
Q4 		$597K Sell
40,617
-4,395
-10% -$63.4K 0.18% 27
2014
Q3 		$640K Buy
45,012
+43,551
+2,981% +$624K 0.19% 31
2014
Q2 		$20K Sell
1,461
-198
-12% -$2.76K 0.01% 25
2014
Q1 		$22K Sell
1,659
-144
-8% -$1.93K 0.01% 24
2013
Q4 		$24K Buy
1,803
+57
+3% +$744 0.01% 25
2013
Q3 		$21K Buy
1,746
+66
+4% +$827 0.01% 24
2013
Q2 		$20K Buy
+1,680
New +$20.4K 0.01% 25

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

Evensky & Katz's SCHV Position: Q2 2026 in Review

Evensky & Katz reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 16% in Q2 2026, selling an estimated $16.5K and leaving 2,579 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #68.

Evensky & Katz first reported a position in SCHV in Q2 2013 and has held it in 53 quarters since. The position peaked at $640K in Q3 2014. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Evensky & Katz held 2,579 shares of Schwab US Large-Cap Value ETF worth $90K as of Q2 2026.
  • Evensky & Katz sold 502 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $16.5K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Evensky & Katz's portfolio in Q2 2026, its #68 holding.
  • Evensky & Katz first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Evensky & Katz's Schwab US Large-Cap Value ETF position peaked at $640K in Q3 2014.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.