Fidelity Investments
SCHV

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

Fidelity Investments’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 		$8.04M Buy
263,670
+37,466
+17% +$1.17M ﹤0.01% 2121
2025
Q4 		$6.7M Buy
226,204
+11,821
+6% +$346K ﹤0.01% 2182
2025
Q3 		$6.24M Buy
214,383
+7,856
+4% +$223K ﹤0.01% 2161
2025
Q2 		$5.71M Sell
206,527
-9,096
-4% -$239K ﹤0.01% 2117
2025
Q1 		$5.73M Buy
215,623
+27,981
+15% +$751K ﹤0.01% 2100
2024
Q4 		$4.89M Sell
187,642
-13,052
-7% -$352K ﹤0.01% 2158
2024
Q3 		$5.38M Buy
200,694
+74,559
+59% +$1.92M ﹤0.01% 2104
2024
Q2 		$3.11M Buy
126,135
+4,785
+4% +$118K ﹤0.01% 2219
2024
Q1 		$3.07M Buy
121,350
+18,543
+18% +$445K ﹤0.01% 2204
2023
Q4 		$2.4M Buy
102,807
+23,571
+30% +$515K ﹤0.01% 2264
2023
Q3 		$1.7M Buy
79,236
+7,731
+11% +$174K ﹤0.01% 2323
2023
Q2 		$1.6M Sell
71,505
-5,046
-7% -$110K ﹤0.01% 2382
2023
Q1 		$1.67M Buy
76,551
+2,739
+4% +$60.9K ﹤0.01% 2412
2022
Q4 		$1.62M Buy
73,812
+3,096
+4% +$67K ﹤0.01% 2435
2022
Q3 		$1.38M Buy
70,716
+5,997
+9% +$129K ﹤0.01% 2531
2022
Q2 		$1.35M Sell
64,719
-20,754
-24% -$466K ﹤0.01% 2603
2022
Q1 		$2.03M Buy
85,473
+6,291
+8% +$149K ﹤0.01% 2603
2021
Q4 		$1.93M Buy
79,182
+25,335
+47% +$600K ﹤0.01% 2575
2021
Q3 		$1.21M Buy
53,847
+4,521
+9% +$105K ﹤0.01% 2663
2021
Q2 		$1.12M Buy
49,326
+9,876
+25% +$224K ﹤0.01% 2642
2021
Q1 		$858K Buy
39,450
+3,186
+9% +$66.4K ﹤0.01% 2605
2020
Q4 		$720K Buy
36,264
+630
+2% +$11.8K ﹤0.01% 2588
2020
Q3 		$620K Buy
35,634
+4,065
+13% +$71.1K ﹤0.01% 2506
2020
Q2 		$527K Sell
31,569
-8,121
-20% -$133K ﹤0.01% 2504
2020
Q1 		$585K Sell
39,690
-5,895
-13% -$108K ﹤0.01% 2410
2019
Q4 		$913K Buy
45,585
+1,110
+2% +$21.5K ﹤0.01% 2422
2019
Q3 		$841K Buy
44,475
+7,206
+19% +$135K ﹤0.01% 2455
2019
Q2 		$697K Sell
37,269
-4,827
-11% -$89.2K ﹤0.01% 2492
2019
Q1 		$768K Buy
42,096
+2,805
+7% +$49.8K ﹤0.01% 2452
2018
Q4 		$645K Sell
39,291
-4,500
-10% -$79.6K ﹤0.01% 2444
2018
Q3 		$819K Buy
43,791
+12,228
+39% +$227K ﹤0.01% 2491
2018
Q2 		$558K Buy
31,563
+72
+0.2% +$1.28K ﹤0.01% 2490
2018
Q1 		$548K Sell
31,491
-2,823
-8% -$51.7K ﹤0.01% 2508
2017
Q4 		$627K Buy
34,314
+2,781
+9% +$49.5K ﹤0.01% 2497
2017
Q3 		$544K Buy
31,533
+9,873
+46% +$167K ﹤0.01% 2471
2017
Q2 		$362K Buy
21,660
+3,753
+21% +$62.4K ﹤0.01% 2530
2017
Q1 		$298K Buy
17,907
+4,650
+35% +$76.4K ﹤0.01% 2583
2016
Q4 		$213K Sell
13,257
-873
-6% -$13.5K ﹤0.01% 2619
2016
Q3 		$213K Buy
+14,130
New +$215K ﹤0.01% 2619

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

Fidelity Investments's SCHV Position: Q1 2026 in Review

Fidelity Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q1 2026, buying an estimated $1.17M and bringing the position to 263,670 shares worth $8.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Fidelity Investments first reported a position in SCHV in Q3 2016 and has held it in 39 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Fidelity Investments held 263,670 shares of Schwab US Large-Cap Value ETF worth $8.04M as of Q1 2026.
  • Fidelity Investments bought 37,466 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.17M.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2121 holding.
  • Fidelity Investments first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 39 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.