EHC
SCHV

Everett Harris & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Everett Harris & Co’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 		$954K Sell
27,394
-600
-2% -$19.8K 0.01% 165
2026
Q1 		$854K Buy
27,994
+1,600
+6% +$49.8K 0.01% 176
2025
Q4 		$782K Buy
26,394
+400
+2% +$11.7K 0.01% 185
2025
Q3 		$757K Buy
25,994
+200
+0.8% +$5.68K 0.01% 186
2025
Q2 		$714K Hold
25,794
– – 0.01% 191
2025
Q1 		$686K Buy
25,794
+50
+0.2% +$1.34K 0.01% 184
2024
Q4 		$671K Buy
25,744
+1,375
+6% +$37.1K 0.01% 176
2024
Q3 		$653K Buy
24,369
+204
+0.8% +$5.24K 0.01% 172
2024
Q2 		$597K Buy
24,165
+600
+3% +$14.8K 0.01% 172
2024
Q1 		$597K Buy
23,565
+1,725
+8% +$41.4K 0.01% 172
2023
Q4 		$510K Buy
21,840
+750
+4% +$16.4K 0.01% 172
2023
Q3 		$453K Buy
21,090
+3,135
+17% +$70.4K 0.01% 174
2023
Q2 		$402K Buy
17,955
+633
+4% +$13.8K 0.01% 189
2023
Q1 		$379K Hold
17,322
– – 0.01% 190
2022
Q4 		$381K Buy
17,322
+297
+2% +$6.43K 0.01% 193
2022
Q3 		$332K Hold
17,025
– – 0.01% 200
2022
Q2 		$354K Buy
17,025
+750
+5% +$16.8K 0.01% 202
2022
Q1 		$387K Hold
16,275
– – 0.01% 206
2021
Q4 		$397K Hold
16,275
– – 0.01% 207
2021
Q3 		$366K Buy
16,275
+2,025
+14% +$46.8K 0.01% 205
2021
Q2 		$325K Buy
14,250
+1,050
+8% +$23.8K 0.01% 220
2021
Q1 		$287K Buy
+13,200
New +$275K 0.01% 223

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

Everett Harris & Co's SCHV Position: Q2 2026 in Review

Everett Harris & Co reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.1% in Q2 2026, selling an estimated $19.8K and leaving 27,394 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #165.

Everett Harris & Co first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Everett Harris & Co held 27,394 shares of Schwab US Large-Cap Value ETF worth $954K as of Q2 2026.
  • Everett Harris & Co sold 600 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $19.8K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #165 holding.
  • Everett Harris & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.